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Proshares Tr shares owned by Regent Peak Wealth Advisors

Quarter-by-quarter ownership of Proshares Tr (UYG) shares owned by Regent Peak Wealth Advisors from 13F filings

Historical chart of Regent Peak Wealth Advisors investment in Proshares Tr

Tip: Access up to 7 years of quarterly data

All positions including Proshares Tr held by Regent Peak Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Proshares Tr by Regent Peak Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $224k 2.3k 99.25
2025-03-31 $201k 2.3k 89.16
2020-12-31 $95k 2.3k 42.11

More positions owned by Regent Peak Wealth Advisors

Vanguard Total Stock Market Etf Etf (VTI)
Ishares Core Msci Eafe Etf Etf (IEFA)
Apple Stock (AAPL)
Ishares Core Dividend Growth Etf Etf (DGRO)
Vanguard Total Bond Market Etf Etf (BND)
Vanguard Growth Etf Etf (VUG)
Ishares Russell 1000 Growth Etf Etf (IWF)
Nvidia Corporation Stock (NVDA)
Tesla Stock (TSLA)
Microsoft Corp Stock (MSFT)
Spdr S&p Dividend Etf Etf (SDY)
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Accenture Plc Ireland Shs Class A Stock (ACN)
Amazon Stock (AMZN)
Spdr S&p 500 Etf Trust Etf (SPY)

View all positions for Regent Peak Wealth Advisors

Top funds holding Proshares Tr

Citadel Advisors
Toth Financial Advisory Corporation
Cassaday & Co Wealth Management
Susquehanna International
Synovus Financial Corp.
Jane Street
Colony
Warren Averett Asset Management
Kovitz Investment Group Partners
Capital Investment Counsel
Chicago Partners Investment
HighTower Advisors
Advisor Group Holdings
Summit Trail Advisors
Atlantic Trust

View all funds holding Proshares Tr