CUSIP 74347R685PSHS ULTRA UTILUPWQ4 2025
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
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10 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Imc-Chicago, LLC | 29.8K | $646.4K | +29.8K | New |
| 2 | Osaic Holdings, Inc. | 28.0K | $607.6K | +20.6K | Added |
| 3 | Envestnet Asset Management Inc | 20.1K | $437.5K | +15.1K | Added |
| 4 | Garton & Associates Financial Advisors LLC | 1.2K | $26.1K |
| +1.2K |
| New Position |
| 5 | Fifth Third Bancorp | 280 | $6.1K | +208 | Added |
| 6 | Beacon Capital Management, Inc. | 208 | $4.5K | +156 | Added |
| 7 | Toth Financial Advisory Corp | 175 | $3.8K | +131 | Added |
| 8 | Ubs Group AG | 14 | $304 | +14 | New |
| 9 | Morgan Stanley | 2 | $44 | +1 | Added |
| 10 | Wells Fargo & Company/Mn | 1 | $13 | +1 | New |