SPXU β€” PROSHARES TR

Ownership history in Cerity Partners LLC  Β·  5 quarters on record

AI Ownership Summary

Cerity Partners LLC reported PROSHARES TR (SPXU) in 5 quarterly 13F filings from 2024 Q3 through 2025 Q3. The latest visible filing shows SPXU 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.

What this SPXU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Cerity Partners LLC's position in PROSHARES TR, 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
2025 Q3

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

High-water mark
Peak Conviction
0.0% in 2024 Q3

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

Time in book
Holding Window
2024 Q3 to 2025 Q3

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 Cerity Partners LLC held SPXU β€” position size vs. price
% of Fund (quarterly)    SPXU price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 11,299 β€” 0% 0.00% $153K 2025-10-22 $52.71
2025 Q2 UNCHANGED 11,299 β€” 0% 0.00% $190K 2025-08-13 $57.97
2025 Q1 UNCHANGED 11,299 β€” 0% 0.00% $288K 2025-04-30 $89.83
2024 Q4 REDUCED 11,299 -998 -8.1% 0.00% $255K 2025-02-13 $76.38
2024 Q3 INITIATED 12,297 β€” β€” 0.00% $298K 2024-11-12 $80.56

FAQ About Cerity Partners LLC and SPXU

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

How long has Cerity Partners LLC reported owning SPXU?

Cerity Partners LLC reported SPXU across 5 quarterly 13F filings, from 2024 Q3 through 2025 Q3.

What was the largest reported SPXU position in Cerity Partners LLC's portfolio?

The largest reported portfolio weight for SPXU was 0.00% in 2024 Q3.

What is the latest reported SPXU position on this page?

The most recent filing on this page is 2025 Q3, when Cerity Partners LLC reported 11,299 shares, equal to 0.00% of portfolio, with an estimated market value of $153K.

What does the chart on this SPXU ownership page compare?

The chart compares Cerity Partners LLC's quarterly SPXU 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.

← Back to Cerity Partners LLC Holdings