Creative Planning’s ProShares UltraPro S&P 500 UPRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.78M | Sell |
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|
2025
Q2 | $3.34M | Buy |
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|
2025
Q1 | $2.36M | Sell |
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|
2024
Q4 | $4.8M | Buy |
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|
2024
Q3 | $1.03M | Sell |
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|
2024
Q2 | $945K | Buy |
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|
2024
Q1 | $640K | Buy |
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|
2023
Q4 | $462K | Sell |
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|
2023
Q3 | $532K | Buy |
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|
2023
Q2 | $565K | Sell |
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|
2023
Q1 | $563K | Buy |
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|
2022
Q4 | $474K | Buy |
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|
2022
Q3 | $410K | Sell |
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|
2022
Q2 | $531K | Buy |
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|
2022
Q1 | $242K | Sell |
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|
2021
Q4 | $2.19M | Buy |
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|
2021
Q3 | $1.35M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $210K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $335K | Buy |
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|
2019
Q3 | $237K | Sell |
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|
2019
Q2 | $364K | Buy |
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|
2019
Q1 | $242K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $235K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $1.38M | Buy |
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|
2017
Q3 | $1.13M | Sell |
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|
2017
Q2 | $1.02M | Sell |
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|
2017
Q1 | $958K | Sell |
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|
2016
Q4 | $828K | Buy |
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|
2016
Q3 | $714K | Hold |
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|
2016
Q2 | $646K | Sell |
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|
2016
Q1 | $734K | Sell |
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|
2015
Q4 | $731K | Buy |
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|
2015
Q3 | $26K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $7K | Sell |
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|
2014
Q3 | $35K | Buy |
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|
2014
Q2 | $4K | Buy |
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