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Berman Capital Advisors’s ProShares UltraPro S&P 500 UPRO Stock Holding History

Berman Capital 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
2020
Q2 		– Sell
-4,000
Closed -$55K – 1828
2020
Q1 		$55K Buy
+4,000
New +$119K 0.02% 279

Other funds holding UPRO

IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
CA
Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
F
F3Logic Burnsville, Minnesota $476M AUM 16.57% 1-Year Est. Return
TCM
Tuttle Capital Management Riverside, Connecticut $148M AUM 64.07% 1-Year Est. Return
DS
DRW Securities Chicago, Illinois $4.11B AUM 21.98% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $423M AUM 49.14% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Berman Capital Advisors's UPRO Position: Q2 2020 in Review

Berman Capital Advisors sold out of ProShares UltraPro S&P 500 (UPRO) in Q2 2020, closing a stake of 4,000 shares — an estimated $55K sold.

Berman Capital Advisors first reported a position in UPRO in Q1 2020 and held it in 1 quarter. The position peaked at $55K in Q1 2020. 62 funds tracked by Wall St. Rank hold UPRO as of Q2 2020.

  • Berman Capital Advisors reported no remaining ProShares UltraPro S&P 500 position as of Q2 2020 after selling out during the quarter.
  • Berman Capital Advisors sold 4,000 ProShares UltraPro S&P 500 shares in Q2 2020, an estimated $55K.
  • Berman Capital Advisors first reported a position in ProShares UltraPro S&P 500 in Q1 2020 and held it in 1 quarter.
  • Berman Capital Advisors's ProShares UltraPro S&P 500 position peaked at $55K in Q1 2020.
  • 62 funds tracked by Wall St. Rank held ProShares UltraPro S&P 500 as of Q2 2020.

Based on Berman Capital Advisors's 13F filing for Q2 2020, filed 6 Aug 2020.