Navigation Wealth Management, Inc. Proshares Ultra Technology Transaction History

Navigation Wealth Management, Inc.

$65.6 Million
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 06, 2022	SELL	$38.79 - $64.38 $15,166 - $25,172	-391 Closed	0 $0
Q1 2021 Jul 26, 2021	BUY	$33.25 - $42.42 $13,000 - $16,586	391 New	391 $29,000

Others Institutions Holding ROM

# of Institutions

62

Shares Held

849K

Call Options Held

5.9K

Put Options Held

2.4K

Joel Greenblatt Gotham Asset Management, LLC | New York, Ny

212K
Shares

$17.3 Million
0.1% of portfolio
Runnymede Capital Advisors, Inc. Dublin, OH

197K
Shares

$16.1 Million
13.84% of portfolio
Tyche Wealth Partners LLC Plano, TX

78.4K
Shares

$6.4 Million
1.2% of portfolio
Envestnet Asset Management Inc

51K
Shares

$4.16 Million
0.0% of portfolio
Harbour Investments, Inc. Madison, WI

30.6K
Shares

$2.5 Million
0.06% of portfolio

About PROSHARES ULTRA TECHNOLOGY

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