Corient Private Wealth
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Corient Private Wealth’s ProShares UltraPro S&P 500 UPRO Stock Holding History

Corient Private Wealth’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
Q2 		$2.28M Buy
2025
Q1 		$1.4M Buy
2024
Q4 		$1.54M Sell
2024
Q3 		$2.67M Sell
2024
Q2 		$4.9M Buy
2024
Q1 		$4.37M Sell
2023
Q4 		$4.62M Buy
2023
Q3 		$2.65M Buy