CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s ProShares UltraPro S&P 500 UPRO Stock Holding History

CAPTRUST Financial Advisors’s Portfolio UPRO Stock Details UPRO Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$205K Buy
2022
Q3 		– Sell
2022
Q2 		$0 Sell
2022
Q1 		$1K Hold
2021
Q4 		$1K Buy
2021
Q3 		$0 Buy