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AXS Investments’s ProShares UltraPro S&P 500 UPRO Stock Holding History

AXS Investments’s Portfolio UPRO Stock Details UPRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-8,400
Closed -$398K – 476
2023
Q2 		$398K Buy
+8,400
New +$343K 0.11% 227
2022
Q2 		– Sell
-9,840
Closed -$626K – 228
2022
Q1 		$626K Buy
9,840
+2,060
+26% +$128K 0.25% 76
2021
Q4 		$593K Buy
+7,780
New +$539K 0.14% 107
2021
Q3 		– Sell
-11,210
Closed -$636K – 212
2021
Q2 		$636K Sell
11,210
-5,490
-33% -$288K 0.19% 99
2021
Q1 		$754K Buy
+16,700
New +$697K 0.27% 85

Other funds holding UPRO

JF
Jump Financial Chicago, Illinois $6.76B AUM 33.9% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
CA
Cumberland Advisors Sarasota, Florida $255M AUM 23.24% 1-Year Est. Return
PWM
Prosperity Wealth Management San Ramon, California $300M AUM 28.11% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $6.6B AUM 44.93% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
XS
XR Securities Chicago, Illinois $15.4M AUM 41.61% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return