Schedule 13G ownership disclosure
PROSHARES TR
ProShares Merger ETF · CUSIP: 74348A566
Event date: 2025-09-30
Reporting persons may disclose overlapping interests. Their amounts are shown individually and are not added into a filing total.
- Filing-level shares
- Unavailable
- Percent of class
- Unavailable
- EXENCIAL WEALTH ADVISORS, LLC
Shares: 26,095.28 · Class: 9.5%
- Burns Wealth Management, Inc.
Shares: 26,095.28 · Class: 9.5%
Amounts are as disclosed in this filing. Schedule type alone does not establish investment intent.
Source: SEC EDGAR filingFiling metadata
- Accession number
- 0001576151-25-000019
- Form type
- SCHEDULE 13G/A
- Filer
- EXENCIAL WEALTH ADVISORS, LLC
- CIK
- CIK 1576151
- Filed
- Oct 08, 2025
- Reporting period
- Sep 30, 2025
- Description
- Schedule 13G beneficial ownership