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Steward Partners Investment Advisory’s ProShares UltraPro Dow 30 UDOW Stock Holding History

Steward Partners Investment Advisory’s Portfolio UDOW Stock Details UDOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-566
Closed -$24.9K – 4244
2025
Q1 		$24.9K Buy
+566
New +$27.7K ﹤0.01% 2705
2024
Q4 		– Sell
-324
Closed -$15.6K – 4099
2024
Q3 		$15.6K Buy
+324
New +$14K ﹤0.01% 2761

Other funds holding UDOW

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Steward Partners Investment Advisory's UDOW Position: Q2 2025 in Review

Steward Partners Investment Advisory sold out of ProShares UltraPro Dow 30 (UDOW) in Q2 2025, closing a stake of 566 shares — an estimated $24.9K sold.

Steward Partners Investment Advisory first reported a position in UDOW in Q3 2024 and held it in 2 quarters. The position peaked at $24.9K in Q1 2025. 57 funds tracked by Wall St. Rank hold UDOW as of Q2 2025.

  • Steward Partners Investment Advisory reported no remaining ProShares UltraPro Dow 30 position as of Q2 2025 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 566 ProShares UltraPro Dow 30 shares in Q2 2025, an estimated $24.9K.
  • Steward Partners Investment Advisory first reported a position in ProShares UltraPro Dow 30 in Q3 2024 and held it in 2 quarters.
  • Steward Partners Investment Advisory's ProShares UltraPro Dow 30 position peaked at $24.9K in Q1 2025.
  • 57 funds tracked by Wall St. Rank held ProShares UltraPro Dow 30 as of Q2 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2025, filed 12 Aug 2025.