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Capital Wealth Planning’s ProShares UltraPro S&P 500 UPRO Stock Holding History

Capital Wealth Planning’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
Q1 		– Sell
-18,898
Closed -$619K – 159
2022
Q4 		$619K Buy
+18,898
New +$645K 0.01% 71

Other funds holding UPRO

CA
Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $12.4B AUM 62.79% 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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
DS
DRW Securities Chicago, Illinois $4.11B AUM 21.98% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Capital Wealth Planning's UPRO Position: Q1 2023 in Review

Capital Wealth Planning sold out of ProShares UltraPro S&P 500 (UPRO) in Q1 2023, closing a stake of 18,898 shares — an estimated $619K sold.

Capital Wealth Planning first reported a position in UPRO in Q4 2022 and held it in 1 quarter. The position peaked at $619K in Q4 2022. 84 funds tracked by Wall St. Rank hold UPRO as of Q1 2023.

  • Capital Wealth Planning reported no remaining ProShares UltraPro S&P 500 position as of Q1 2023 after selling out during the quarter.
  • Capital Wealth Planning sold 18,898 ProShares UltraPro S&P 500 shares in Q1 2023, an estimated $619K.
  • Capital Wealth Planning first reported a position in ProShares UltraPro S&P 500 in Q4 2022 and held it in 1 quarter.
  • Capital Wealth Planning's ProShares UltraPro S&P 500 position peaked at $619K in Q4 2022.
  • 84 funds tracked by Wall St. Rank held ProShares UltraPro S&P 500 as of Q1 2023.

Based on Capital Wealth Planning's 13F filing for Q1 2023, filed 4 May 2023.