SPXU β€” PROSHARES TR

Ownership history in HHM Wealth Advisors, LLC  Β·  1 quarter on record

AI Ownership Summary

HHM Wealth Advisors, LLC reported PROSHARES TR (SPXU) in 1 quarterly 13F filing from 2026 Q1 through 2026 Q1. 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 HHM Wealth Advisors, 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
2026 Q1

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

High-water mark
Peak Conviction
0.0% in 2026 Q1

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

Time in book
Holding Window
2026 Q1 to 2026 Q1

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 HHM Wealth Advisors, LLC held SPXU β€” position size vs. price
% of Fund (quarterly)    SPXU price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 INITIATED β€” β€” β€” 0.00% $2 2026-04-17 $43.56

FAQ About HHM Wealth Advisors, 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 HHM Wealth Advisors, LLC reported owning SPXU?

HHM Wealth Advisors, LLC reported SPXU across 1 quarterly 13F filings, from 2026 Q1 through 2026 Q1.

What was the largest reported SPXU position in HHM Wealth Advisors, LLC's portfolio?

The largest reported portfolio weight for SPXU was 0.00% in 2026 Q1.

What is the latest reported SPXU position on this page?

The latest section of the table and chart shows the most recent reported SPXU position for HHM Wealth Advisors, LLC.

What does the chart on this SPXU ownership page compare?

The chart compares HHM Wealth Advisors, 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.

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