Capasso Planning Partners’s ProShares Ultra FTSE Europe UPV Stock Holding History

Capasso Planning Partners’s Portfolio UPV Stock Details UPV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-8,205	Closed	-$566K	–	147
2024 Q3	$566K	Buy	8,205 +2,974	+57%	+$194K	0.17%	86
2024 Q2	$325K	Buy	+5,231	New	+$332K	0.11%	112

Other funds holding UPV

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Capasso Planning Partners's UPV Position: Q4 2024 in Review

Capasso Planning Partners sold out of ProShares Ultra FTSE Europe (UPV) in Q4 2024, closing a stake of 8,205 shares — an estimated $566K sold.

Capasso Planning Partners first reported a position in UPV in Q2 2024 and held it in 2 quarters. The position peaked at $566K in Q3 2024. 2 funds tracked by Wall St. Rank hold UPV as of Q4 2024.

Capasso Planning Partners reported no remaining ProShares Ultra FTSE Europe position as of Q4 2024 after selling out during the quarter.
Capasso Planning Partners sold 8,205 ProShares Ultra FTSE Europe shares in Q4 2024, an estimated $566K.
Capasso Planning Partners first reported a position in ProShares Ultra FTSE Europe in Q2 2024 and held it in 2 quarters.
Capasso Planning Partners's ProShares Ultra FTSE Europe position peaked at $566K in Q3 2024.
2 funds tracked by Wall St. Rank held ProShares Ultra FTSE Europe as of Q4 2024.

Based on Capasso Planning Partners's 13F filing for Q4 2024, filed 10 Feb 2025.