Bedel Financial Consulting’s ProShares UltraPro S&P 500 UPRO Stock Holding History

Bedel Financial Consulting’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
2022 Q2	–	Sell	-286	Closed	-$18K	–	860
2022 Q1	$18K	Hold	286	–	–	0.01%	564
2021 Q4	$22K	Hold	286	–	–	0.01%	551
2021 Q3	$16K	Hold	286	–	–	0.01%	593
2021 Q2	$16K	Sell	286 -240	-46%	-$12.6K	0.01%	594
2021 Q1	$24K	Hold	526	–	–	0.01%	486
2020 Q4	$20K	Hold	526	–	–	0.01%	455
2020 Q3	$15K	Hold	526	–	–	0.01%	462
2020 Q2	$12K	Hold	526	–	–	0.01%	469
2020 Q1	$7K	Hold	526	–	–	﹤0.01%	540
2019 Q4	$18K	Hold	526	–	–	0.01%	418
2019 Q3	$15K	Hold	526	–	–	0.01%	427
2019 Q2	$14K	Hold	526	–	–	0.01%	442
2019 Q1	$13K	Hold	526	–	–	0.01%	454
2018 Q4	$9K	Hold	526	–	–	0.01%	476
2018 Q3	$13K	Buy	526 +286	+119%	+$7.69K	0.01%	449
2018 Q2	$6K	Buy	+240	New	+$5.56K	﹤0.01%	534

Other funds holding UPRO

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

Cumberland Advisors Sarasota, Florida $255M AUM 23.24% 1-Year Est. Return

Jump Financial Chicago, Illinois $6.76B AUM 33.9% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return

Paragon Advisors College Station, Texas $371M AUM 19.01% 1-Year Est. Return

Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return

F3Logic Burnsville, Minnesota $476M AUM 16.57% 1-Year Est. Return

IMC Chicago Chicago, Illinois $6.6B AUM 44.93% 1-Year Est. Return

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return