Clearview Wealth Advisors’s ProShares UltraPro S&P 500 UPRO Stock Holding History

Clearview Wealth Advisors’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 Q2	–	Sell	-10	Closed	-$386	–	731
2023 Q1	$386	Hold	10	–	–	﹤0.01%	626
2022 Q4	$328	Hold	10	–	–	﹤0.01%	577
2022 Q3	$0	Hold	10	–	–	﹤0.01%	643
2022 Q2	$0	Hold	10	–	–	﹤0.01%	647
2022 Q1	$1K	Buy	+10	New	+$620	﹤0.01%	581

Other funds holding UPRO

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

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

PWM

Prosperity Wealth Management San Ramon, California $300M AUM 28.11% 1-Year Est. Return

MVP

Miller Value Partners Sarasota, Florida $423M AUM 49.14% 1-Year Est. Return

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Clearview Wealth Advisors's UPRO Position: Q2 2023 in Review

Clearview Wealth Advisors sold out of ProShares UltraPro S&P 500 (UPRO) in Q2 2023, closing a stake of 10 shares — an estimated $386 sold.

Clearview Wealth Advisors first reported a position in UPRO in Q1 2022 and held it in 5 quarters. The position peaked at $1K in Q1 2022. 89 funds tracked by Wall St. Rank hold UPRO as of Q2 2023.

Clearview Wealth Advisors reported no remaining ProShares UltraPro S&P 500 position as of Q2 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 10 ProShares UltraPro S&P 500 shares in Q2 2023, an estimated $386.
Clearview Wealth Advisors first reported a position in ProShares UltraPro S&P 500 in Q1 2022 and held it in 5 quarters.
Clearview Wealth Advisors's ProShares UltraPro S&P 500 position peaked at $1K in Q1 2022.
89 funds tracked by Wall St. Rank held ProShares UltraPro S&P 500 as of Q2 2023.

Based on Clearview Wealth Advisors's 13F filing for Q2 2023, filed 7 Aug 2023.