BDO Wealth Advisors’s ProShares UltraPro S&P 500 UPRO Stock Holding History

BDO Wealth Advisors’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
2019 Q2	–	Sell	-3,042	Closed	-$75K	–	694
2019 Q1	$75K	Buy	3,042 +14	+0.5%	+$308	0.02%	245
2018 Q4	$53K	Buy	3,028 +2	+0.1%	+$45	0.02%	256
2018 Q3	$87K	Hold	3,026	–	–	0.03%	228
2018 Q2	$71K	Buy	3,026 +2	+0.1%	+$46	0.02%	252
2018 Q1	$66K	Buy	+3,024	New	+$74.4K	0.02%	222
2017 Q3	–	Sell	-3,018	Closed	-$52K	–	542
2017 Q2	$52K	Buy	+3,018	New	+$50.6K	0.02%	230

Other funds holding UPRO

MVP

Miller Value Partners Sarasota, Florida $423M AUM 49.14% 1-Year Est. Return

TSS

Two Sigma Securities New York $1.16B AUM 36.23% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

BCA

Bray Capital Advisors Naples, Florida $370M AUM 24.99% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

BDO Wealth Advisors's UPRO Position: Q2 2019 in Review

BDO Wealth Advisors sold out of ProShares UltraPro S&P 500 (UPRO) in Q2 2019, closing a stake of 3,042 shares — an estimated $75K sold.

BDO Wealth Advisors first reported a position in UPRO in Q2 2017 and held it in 6 quarters. The position peaked at $87K in Q3 2018. 50 funds tracked by Wall St. Rank hold UPRO as of Q2 2019.

BDO Wealth Advisors reported no remaining ProShares UltraPro S&P 500 position as of Q2 2019 after selling out during the quarter.
BDO Wealth Advisors sold 3,042 ProShares UltraPro S&P 500 shares in Q2 2019, an estimated $75K.
BDO Wealth Advisors first reported a position in ProShares UltraPro S&P 500 in Q2 2017 and held it in 6 quarters.
BDO Wealth Advisors's ProShares UltraPro S&P 500 position peaked at $87K in Q3 2018.
50 funds tracked by Wall St. Rank held ProShares UltraPro S&P 500 as of Q2 2019.

Based on BDO Wealth Advisors's 13F filing for Q2 2019, filed 9 Aug 2019.