REGL β€” PROSHARES TR

Ownership history in FSA WEALTH PARTNERS, INC.  Β·  2 quarters on record

AI Ownership Summary

FSA WEALTH PARTNERS, INC. reported PROSHARES TR (REGL) in 2 quarterly 13F filings from 2025 Q3 through 2025 Q4. Peak portfolio weight reached 0.81% in 2025 Q3. The latest visible filing shows REGL at 0.73% 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 REGL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FSA WEALTH PARTNERS, INC.'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 Q4

REGL was reported at 0.73% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.81% 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 Q4

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 FSA WEALTH PARTNERS, INC. held REGL β€” position size vs. price
% of Fund (quarterly)    REGL price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 24,237 -433 -1.8% 0.73% $2.0M 2026-02-14 (Est.) $92.15
2025 Q3 INITIATED 24,670 β€” β€” 0.81% $2.1M 2025-11-04 $80.97

🏒 Other funds also holding REGL

As of 2026 Q1 β€” sorted by position size

CONFLUENCE INVESTMENT MANAGEMENT LLC 3Y 7Y 0.02%

FAQ About FSA WEALTH PARTNERS, INC. and REGL

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

How long has FSA WEALTH PARTNERS, INC. reported owning REGL?

FSA WEALTH PARTNERS, INC. reported REGL across 2 quarterly 13F filings, from 2025 Q3 through 2025 Q4.

What was the largest reported REGL position in FSA WEALTH PARTNERS, INC.'s portfolio?

The largest reported portfolio weight for REGL was 0.81% in 2025 Q3.

What is the latest reported REGL position on this page?

The most recent filing on this page is 2025 Q4, when FSA WEALTH PARTNERS, INC. reported 24,237 shares, equal to 0.73% of portfolio, with an estimated market value of $2.0M.

What does the chart on this REGL ownership page compare?

The chart compares FSA WEALTH PARTNERS, INC.'s quarterly REGL 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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