Beta Wealth »

Proshares Tr priv eqty-lstd shares owned by Beta Wealth

Quarter-by-quarter ownership of Proshares Tr priv eqty-lstd (PEX) shares owned by Beta Wealth from 13F filings

Historical chart of Beta Wealth investment in Proshares Tr priv eqty-lstd

Tip: Access up to 7 years of quarterly data

All positions including Proshares Tr priv eqty-lstd held by Beta Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Proshares Tr priv eqty-lstd by Beta Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $863k 33k 26.34

More positions owned by Beta Wealth

2023 Etf Series Trust Ii Gmo Intl Quality (QLTI)
Pimco Etf Tr Multisector Bd (PYLD)
Invesco Exchange Traded Fd T S&p 500 Vlu Momn (SPVM)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Em Mkts Div Etf (DVYE)
Global X Fds Nasdaq 100 Cover (QYLD)
First Tr Exch Trd Alphdx Em Sml Cp Alph (FEMS)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Invesco Exchange Traded Fd T Gbl Listed Pvt (PSP)
Ssga Active Etf Tr Blackstone Senr (SRLN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Pimco Dynamic Income SHS (PDI)
Dimensional Etf Trust Emerging Mrktets (DEXC)

View all positions for Beta Wealth

Top funds holding Proshares Tr priv eqty-lstd

Beta Wealth
Citadel Advisors
Cetera Investment Advisers
Brookwood Investment Group
Cambridge Investment Research Advisors
Envestnet Asset Management
Jane Street
Betterment
Royal Bank of Canada
Principal Securities
UBS Group
Hanson McClain Advisors
Global Retirement Partners
Morgan Stanley
Advisor Group Holdings

View all funds holding Proshares Tr priv eqty-lstd