Valeo Financial Advisors’s ProShares Ultra 7-10 Year Treasury UST Stock Holding History

Valeo Financial Advisors’s Portfolio UST Stock Details UST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$606K	Buy	14,325 +42	+0.3%	+$1.79K	0.01%	401
2026 Q1	$613K	Sell	14,283 -2,274	-14%	-$99.6K	0.01%	364
2025 Q4	$723K	Sell	16,557 -5,628	-25%	-$250K	0.02%	379
2025 Q3	$975K	Buy	22,185 +8,915	+67%	+$388K	0.02%	315
2025 Q2	$575K	Buy	+13,270	New	+$564K	0.01%	419

Other funds holding UST

EWP

Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return

Valeo Financial Advisors's UST Position: Q2 2026 in Review

Valeo Financial Advisors increased its ProShares Ultra 7-10 Year Treasury (UST) stake by 0.29% in Q2 2026, buying an estimated $1.79K and bringing the position to 14,325 shares worth $606K. The position accounts for 0.01% of the portfolio, ranked #401.

Valeo Financial Advisors first reported a position in UST in Q2 2025 and has held it in 5 quarters since. The position peaked at $975K in Q3 2025. 2 funds tracked by Wall St. Rank hold UST as of Q2 2026.

Valeo Financial Advisors held 14,325 shares of ProShares Ultra 7-10 Year Treasury worth $606K as of Q2 2026.
Valeo Financial Advisors bought 42 ProShares Ultra 7-10 Year Treasury shares in Q2 2026, an estimated $1.79K.
ProShares Ultra 7-10 Year Treasury made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #401 holding.
Valeo Financial Advisors first reported a position in ProShares Ultra 7-10 Year Treasury in Q2 2025 and has held it in 5 quarters since.
Valeo Financial Advisors's ProShares Ultra 7-10 Year Treasury position peaked at $975K in Q3 2025.
2 funds tracked by Wall St. Rank held ProShares Ultra 7-10 Year Treasury as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.