Essex Financial Services, Inc.
Position in ANEW — ProShares MSCI Transformational Changes ETF
CIK 1315785
ESSEX, CT
Position in ANEW
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$206,715
-$62,422 QoQ
Shares Held
4,555
-15.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ANEW Over Time
Shares Held
Position Value (USD)
All Filings in ANEW
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $206,715 | 4,555 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $269,137 | 5,358 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $276,746 | 5,358 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $377,900 | 7,530 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $329,226 | 7,330 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $330,487 | 7,330 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $332,628 | 7,330 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $309,047 | 7,330 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $300,211 | 7,222 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $285,432 | 7,475 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $255,831 | 7,475 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $274,519 | 7,475 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $260,511 | 7,475 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $240,237 | 7,656 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $258,511 | 8,798 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $290,080 | 9,092 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $380,935 | 9,542 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $418,595 | 9,292 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $386,189 | 8,645 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $291,736 | 6,316 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $268,619 | 6,316 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $266,705 | 6,316 | Shares | Sole | 2021-02-05 | |
| No filing history on record for this holder in this stock. | ||||||