Westwood Wealth Management’s ProShares Ultra NASDAQ Biotechnology BIB Stock Holding History

Westwood Wealth Management’s Portfolio BIB Stock Details BIB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-8,000	Closed	-$366K	–	47
2025 Q2	$366K	Hold	8,000	–	–	0.12%	38
2025 Q1	$385K	Hold	8,000	–	–	0.17%	38
2024 Q4	$405K	Sell	8,000 -6,000	-43%	-$356K	0.15%	36
2024 Q3	$893K	Buy	14,000 +4,000	+40%	+$258K	0.35%	26
2024 Q2	$593K	Hold	10,000	–	–	0.22%	32
2024 Q1	$575K	Buy	+10,000	New	+$580K	0.28%	28

Other funds holding BIB

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

CIC

Chase Investment Counsel Charlottesville, Virginia $381M AUM 69.8% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

PWM

Palumbo Wealth Management Great Neck, New York $410M AUM 32.56% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Westwood Wealth Management's BIB Position: Q3 2025 in Review

Westwood Wealth Management sold out of ProShares Ultra NASDAQ Biotechnology (BIB) in Q3 2025, closing a stake of 8,000 shares — an estimated $366K sold.

Westwood Wealth Management first reported a position in BIB in Q1 2024 and held it in 6 quarters. The position peaked at $893K in Q3 2024. 19 funds tracked by Wall St. Rank hold BIB as of Q3 2025.

Westwood Wealth Management reported no remaining ProShares Ultra NASDAQ Biotechnology position as of Q3 2025 after selling out during the quarter.
Westwood Wealth Management sold 8,000 ProShares Ultra NASDAQ Biotechnology shares in Q3 2025, an estimated $366K.
Westwood Wealth Management first reported a position in ProShares Ultra NASDAQ Biotechnology in Q1 2024 and held it in 6 quarters.
Westwood Wealth Management's ProShares Ultra NASDAQ Biotechnology position peaked at $893K in Q3 2024.
19 funds tracked by Wall St. Rank held ProShares Ultra NASDAQ Biotechnology as of Q3 2025.

Based on Westwood Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.