SPXV PROSHARES TR

Ownership history in TRUEFG, LLC  ·  10 quarters on record

This page tracks every 13F SEC filing in which TRUEFG, LLC reported a position in PROSHARES TR (SPXV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.27% (2025 Q4)
Avg. % of fund
0.22%
First filed
2023 Q3
Last filed
2025 Q4
Quarters held
10
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 13,391 +3,508 +35.5% 0.27% $999K $74.58
2025 Q3 REDUCED 9,883 -582 -5.6% 0.20% $725K $73.17
2025 Q2 UNCHANGED 10,465 0% 0.21% $709K $67.41
2025 Q1 REDUCED 10,465 -76 -0.7% 0.21% $628K $59.58
2024 Q4 UNCHANGED 10,541 0% 0.22% $671K $62.99
2024 Q3 REDUCED 10,541 -464 -4.2% 0.21% $647K $60.57
2024 Q2 ADDED 11,005 +5,445 +97.9% 0.23% $641K $57.29
2024 Q1 REDUCED 5,560 -224 -3.9% 0.23% $619K $54.57
2023 Q4 UNCHANGED 5,784 0% 0.23% $582K $49.20
2023 Q3 INITIATED 5,784 0.22% $520K
% of Fund (quarterly)    SPXV price (monthly, adj. close)
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