SBI Securities Co., Ltd. UDOW — Proshares Ultrapro Dow30 ETF

Ownership history in SBI Securities Co., Ltd.  ·  7 quarters on record

AI Ownership Summary

SBI Securities Co., Ltd. reported Proshares Ultrapro Dow30 ETF (UDOW) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 0.01% in 2025 Q3. The latest visible filing shows UDOW 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 UDOW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SBI Securities Co., Ltd.'s position in Proshares Ultrapro Dow30 ETF, 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 Q2

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

High-water mark
Peak Conviction
0.01% 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
2024 Q4 to 2026 Q2

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.

UDOW stock page SBI Securities Co., Ltd. fund profile SBI Securities Co., Ltd. full holdings
How SBI Securities Co., Ltd. held UDOW — position size vs. price
% of Fund (quarterly)    UDOW price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 1,074 -223 -17.2% 0.00% $75K 2026-07-23 $67.38
2026 Q1 ADDED — — — 1,297 +1,145 +753.3% 0.00% $65K 2026-04-28 $59.13
2025 Q4 REDUCED 92.6% -13.1% ✅ 152 -1,914 -92.6% 0.00% $9K 2026-02-03 $61.14
2025 Q3 ADDED — — — 2,066 +503 +32.2% 0.01% $221K 2025-11-05 $55.57
2025 Q2 ADDED — — — 1,563 +412 +35.8% 0.00% $148K 2025-08-08 $46.27
2025 Q1 ADDED — — — 1,151 +154 +15.4% 0.00% $101K 2025-05-02 $38.97
2024 Q4 INITIATED — — — 997 — — 0.00% $94K 2025-02-06 $53.03

🏢 Other funds also holding UDOW

As of 2026 Q2 — sorted by position size

Spectrum Financial Alliance Ltd LLC 3Y 7Y 1.12% Significant Wealth Partners LLC 0.65% CPR Investments Inc. 3Y 0.47% Encompass More Asset Management 0.4% Innova Wealth Partners 3Y 0.3% Discipline Wealth Solutions, LLC 0.08% TOTH FINANCIAL ADVISORY CORP 3Y 7Y 0.02% Spire Wealth Management 3Y 0.01% Farther Finance Advisors, LLC 0.0%

FAQ About SBI Securities Co., Ltd. and UDOW

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

How long has SBI Securities Co., Ltd. reported owning UDOW?

SBI Securities Co., Ltd. reported UDOW across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported UDOW position in SBI Securities Co., Ltd.'s portfolio?

The largest reported portfolio weight for UDOW was 0.01% in 2025 Q3.

What is the latest reported UDOW position on this page?

The most recent filing on this page is 2026 Q2, when SBI Securities Co., Ltd. reported 1,074 shares, equal to 0.00% of portfolio, with an estimated market value of $75K.

What does the chart on this UDOW ownership page compare?

The chart compares SBI Securities Co., Ltd.'s quarterly UDOW 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.

How well did SBI Securities Co., Ltd. time their UDOW position?

Based on 13F filing dates vs. subsequent UDOW price moves, SBI Securities Co., Ltd. correctly timed 5 out of 6 reported position changes (83%). The annualised alpha on UDOW relative to SPY over the holding period was +1.6%.

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