Toth Financial Advisory’s ProShares Ultra 20+ Year Treasury UBT Stock Holding History

Toth Financial Advisory’s Portfolio UBT Stock Details UBT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-123	Closed	-$2.01K	–	1099
2026 Q2	$2.01K	Buy	123 +1	+0.8%	+$16	﹤0.01%	749
2026 Q1	$1.99K	Sell	122 -220	-64%	-$3.71K	﹤0.01%	721
2025 Q4	$5.65K	Sell	342 -24,878	-99%	-$434K	﹤0.01%	621
2025 Q3	$436K	Buy	+25,220	New	+$422K	0.05%	176
2025 Q2	–	Sell	-250	Closed	-$4.54K	–	798
2025 Q1	$4.54K	Buy	+250	New	+$4.38K	﹤0.01%	530

Other funds holding UBT

Capital Investment Counsel Inc Raleigh, North Carolina $935M AUM 42.84% 1-Year Est. Return

Vision Financial Markets Stamford, Connecticut $131M AUM 8.71% 1-Year Est. Return

Toth Financial Advisory's UBT Position: Q3 2026 in Review

Toth Financial Advisory sold out of ProShares Ultra 20+ Year Treasury (UBT) in Q3 2026, closing a stake of 123 shares — an estimated $2.01K sold.

Toth Financial Advisory first reported a position in UBT in Q1 2025 and held it in 5 quarters. The position peaked at $436K in Q3 2025. 2 funds tracked by Wall St. Rank hold UBT as of Q3 2026.

Toth Financial Advisory reported no remaining ProShares Ultra 20+ Year Treasury position as of Q3 2026 after selling out during the quarter.
Toth Financial Advisory sold 123 ProShares Ultra 20+ Year Treasury shares in Q3 2026, an estimated $2.01K.
Toth Financial Advisory first reported a position in ProShares Ultra 20+ Year Treasury in Q1 2025 and held it in 5 quarters.
Toth Financial Advisory's ProShares Ultra 20+ Year Treasury position peaked at $436K in Q3 2025.
2 funds tracked by Wall St. Rank held ProShares Ultra 20+ Year Treasury as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.