Ownership history in Provident Wealth Management, LLC Β· 15 quarters on record
This page tracks every 13F SEC filing in which Provident Wealth Management, LLC reported a position in PROSHARES TR (UDOW). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Provident Wealth Management, LLC outperformed the S&P 500 by +11.5% annually on this UDOW position. Timing score: 25% (1/4 decisions correct). Average cost basis: $37.61. Maximum drawdown during holding period: β21.0%.
π₯ Exceptional β beat the S&P 500 by 11.5% per year on this position.
11 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
1 of 4 add/trim decisions correct
Best entry: $18.53 (2022 Q3) Β· Worst: $57.91 (2025 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
5 adds Β· 0 trims. Bought during 1 of 6 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.16% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size