Clayton Financial Group’s ProShares UltraPro S&P 500 UPRO Stock Holding History

Clayton Financial Group’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
2025 Q1	–	Sell	-2,700	Closed	-$239K	–	127
2024 Q4	$239K	Hold	2,700	–	–	0.09%	107
2024 Q3	$233K	Buy	+2,700	New	+$212K	0.09%	111

Other funds holding UPRO

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

MSG

Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

SFA

Spectrum Financial Alliance Nicholasville, Kentucky $679M AUM 83.74% 1-Year Est. Return

Clayton Financial Group's UPRO Position: Q1 2025 in Review

Clayton Financial Group sold out of ProShares UltraPro S&P 500 (UPRO) in Q1 2025, closing a stake of 2,700 shares — an estimated $239K sold.

Clayton Financial Group first reported a position in UPRO in Q3 2024 and held it in 2 quarters. The position peaked at $239K in Q4 2024. 96 funds tracked by Wall St. Rank hold UPRO as of Q1 2025.

Clayton Financial Group reported no remaining ProShares UltraPro S&P 500 position as of Q1 2025 after selling out during the quarter.
Clayton Financial Group sold 2,700 ProShares UltraPro S&P 500 shares in Q1 2025, an estimated $239K.
Clayton Financial Group first reported a position in ProShares UltraPro S&P 500 in Q3 2024 and held it in 2 quarters.
Clayton Financial Group's ProShares UltraPro S&P 500 position peaked at $239K in Q4 2024.
96 funds tracked by Wall St. Rank held ProShares UltraPro S&P 500 as of Q1 2025.

Based on Clayton Financial Group's 13F filing for Q1 2025, filed 18 Apr 2025.