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Capital Investment Advisory Services’s ProShares UltraPro S&P 500 UPRO Stock Holding History

Capital Investment Advisory Services’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
2023
Q4 		– Sell
-110
Closed -$4.53K – 1020
2023
Q3 		$4.53K Hold
110
– – ﹤0.01% 852
2023
Q2 		$5.21K Buy
+110
New +$4.49K ﹤0.01% 792

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AssetMark Inc
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JF
Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $423M AUM 49.14% 1-Year Est. Return
PWM
Prosperity Wealth Management San Ramon, California $300M AUM 28.11% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
DS
DRW Securities Chicago, Illinois $4.11B AUM 21.98% 1-Year Est. Return

Capital Investment Advisory Services's UPRO Position: Q4 2023 in Review

Capital Investment Advisory Services sold out of ProShares UltraPro S&P 500 (UPRO) in Q4 2023, closing a stake of 110 shares — an estimated $4.53K sold.

Capital Investment Advisory Services first reported a position in UPRO in Q2 2023 and held it in 2 quarters. The position peaked at $5.21K in Q2 2023. 101 funds tracked by Wall St. Rank hold UPRO as of Q4 2023.

  • Capital Investment Advisory Services reported no remaining ProShares UltraPro S&P 500 position as of Q4 2023 after selling out during the quarter.
  • Capital Investment Advisory Services sold 110 ProShares UltraPro S&P 500 shares in Q4 2023, an estimated $4.53K.
  • Capital Investment Advisory Services first reported a position in ProShares UltraPro S&P 500 in Q2 2023 and held it in 2 quarters.
  • Capital Investment Advisory Services's ProShares UltraPro S&P 500 position peaked at $5.21K in Q2 2023.
  • 101 funds tracked by Wall St. Rank held ProShares UltraPro S&P 500 as of Q4 2023.

Based on Capital Investment Advisory Services's 13F filing for Q4 2023, filed 1 Feb 2024.