EFO β€” PROSHARES TR

Ownership history in ROVIN CAPITAL /UT/ /ADV  Β·  7 quarters on record

AI Ownership Summary

ROVIN CAPITAL /UT/ /ADV reported PROSHARES TR (EFO) in 7 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 0.09% in 2025 Q4. The latest visible filing shows EFO at 0.09% 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 EFO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ROVIN CAPITAL /UT/ /ADV'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

EFO was reported at 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.09% in 2025 Q4

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

Time in book
Holding Window
2024 Q2 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 ROVIN CAPITAL /UT/ /ADV held EFO β€” position size vs. price
% of Fund (quarterly)    EFO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 5,471 +227 +4.3% 0.09% $350K 2026-02-14 (Est.) $74.21
2025 Q3 UNCHANGED 5,244 β€” 0% 0.09% $296K 2025-10-17 $60.28
2025 Q2 REDUCED 5,244 -244 -4.4% 0.09% $296K 2025-08-06 $54.53
2025 Q1 REDUCED 5,488 -507 -8.5% 0.08% $258K 2025-04-28 $48.66
2024 Q4 ADDED 5,995 +1,111 +22.7% 0.09% $246K 2025-01-14 $39.75
2024 Q3 ADDED 4,884 +61 +1.3% 0.09% $247K 2024-11-01 $43.85
2024 Q2 INITIATED 4,823 β€” β€” 0.09% $219K 2024-07-18 $45.72

🏒 Other funds also holding EFO

As of 2026 Q1 β€” sorted by position size

PMV Capital Advisers, LLC 2.72% Discipline Wealth Solutions, LLC 0.38% Elm3 Financial Group, LLC 0.21%

FAQ About ROVIN CAPITAL /UT/ /ADV and EFO

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

How long has ROVIN CAPITAL /UT/ /ADV reported owning EFO?

ROVIN CAPITAL /UT/ /ADV reported EFO across 7 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported EFO position in ROVIN CAPITAL /UT/ /ADV's portfolio?

The largest reported portfolio weight for EFO was 0.09% in 2025 Q4.

What is the latest reported EFO position on this page?

The most recent filing on this page is 2025 Q4, when ROVIN CAPITAL /UT/ /ADV reported 5,471 shares, equal to 0.09% of portfolio, with an estimated market value of $350K.

What does the chart on this EFO ownership page compare?

The chart compares ROVIN CAPITAL /UT/ /ADV's quarterly EFO 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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