Client First Investment Management LLC XPP β€” PROSHARES TR

Ownership history in Client First Investment Management LLC  Β·  1 quarter on record

AI Ownership Summary

Client First Investment Management LLC reported PROSHARES TR (XPP) in 1 quarterly 13F filing from 2025 Q3 through 2025 Q3. Peak portfolio weight reached 1.96% in 2025 Q3. The latest visible filing shows XPP at 1.96% 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 XPP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Client First Investment Management 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

XPP was reported at 1.96% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.96% in 2025 Q3

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

Time in book
Holding Window
2025 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 Client First Investment Management LLC held XPP β€” position size vs. price
% of Fund (quarterly)    XPP 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)
2025 Q3 INITIATED β€” β€” β€” 125,463 β€” β€” 1.96% $3.8M 2025-10-15 $28.00

🏒 Other funds also holding XPP

As of 2026 Q1 β€” sorted by position size

Spire Wealth Management 3Y 0.0%

FAQ About Client First Investment Management LLC and XPP

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

How long has Client First Investment Management LLC reported owning XPP?

Client First Investment Management LLC reported XPP across 1 quarterly 13F filings, from 2025 Q3 through 2025 Q3.

What was the largest reported XPP position in Client First Investment Management LLC's portfolio?

The largest reported portfolio weight for XPP was 1.96% in 2025 Q3.

What is the latest reported XPP position on this page?

The most recent filing on this page is 2025 Q3, when Client First Investment Management LLC reported 125,463 shares, equal to 1.96% of portfolio, with an estimated market value of $3.8M.

What does the chart on this XPP ownership page compare?

The chart compares Client First Investment Management LLC's quarterly XPP 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.

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