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 $1.21T AUM 78.12% 1-Year Est. Return

Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return

Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return

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

Paragon Advisors College Station, Texas $476M AUM 31.93% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

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

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

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

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

Bedel Financial Consulting's UPRO Position: Q2 2022 in Review

Bedel Financial Consulting sold out of ProShares UltraPro S&P 500 (UPRO) in Q2 2022, closing a stake of 286 shares — an estimated $18K sold.

Bedel Financial Consulting first reported a position in UPRO in Q2 2018 and held it in 16 quarters. The position peaked at $24K in Q1 2021. 78 funds tracked by Wall St. Rank hold UPRO as of Q2 2022.

Bedel Financial Consulting reported no remaining ProShares UltraPro S&P 500 position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 286 ProShares UltraPro S&P 500 shares in Q2 2022, an estimated $18K.
Bedel Financial Consulting first reported a position in ProShares UltraPro S&P 500 in Q2 2018 and held it in 16 quarters.
Bedel Financial Consulting's ProShares UltraPro S&P 500 position peaked at $24K in Q1 2021.
78 funds tracked by Wall St. Rank held ProShares UltraPro S&P 500 as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.