Atria Investments, Inc UPW β€” PROSHARES TR PSHS ULTRA UTIL

Ownership history in Atria Investments, Inc  Β·  9 quarters on record

AI Ownership Summary

Atria Investments, Inc reported PROSHARES TR PSHS ULTRA UTIL (UPW) in 9 quarterly 13F filings from 2026 Q2 through 2026 Q2. The latest visible filing shows UPW at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this UPW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Atria Investments, Inc's position in PROSHARES TR PSHS ULTRA UTIL, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

UPW was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Atria Investments, Inc held UPW β€” position size vs. price
% of Fund (quarterly)    UPW price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED β€” β€” β€” 11,646 +4,539 +63.9% 0.00% $280K 2026-07-28 $23.99
8 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding UPW

As of 2026 Q2 β€” sorted by position size

TOTH FINANCIAL ADVISORY CORP 3Y 7Y 0.0%

FAQ About Atria Investments, Inc and UPW

These are the practical questions this page is built to answer before you even open the full history table.

How long has Atria Investments, Inc reported owning UPW?

Atria Investments, Inc reported UPW across 1 quarterly 13F filings, from 2026 Q2 through 2026 Q2.

What was the largest reported UPW position in Atria Investments, Inc's portfolio?

The largest reported portfolio weight for UPW was 0.00% in 2026 Q2.

What is the latest reported UPW position on this page?

The most recent filing on this page is 2026 Q2, when Atria Investments, Inc reported 11,646 shares, equal to 0.00% of portfolio, with an estimated market value of $280K.

What does the chart on this UPW ownership page compare?

The chart compares Atria Investments, Inc's quarterly UPW portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Atria Investments, Inc time their UPW position?

Based on 13F filing dates vs. subsequent UPW price moves, Atria Investments, Inc correctly timed 3 out of 7 reported position changes (43%). The annualised alpha on UPW relative to SPY over the holding period was +14.8%.

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