DVF
UPRO icon

Discovery Value Fund’s ProShares UltraPro S&P 500 UPRO Stock Holding History

Discovery Value Fund’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
2024
Q4 		– Sell
-50,770
Closed -$4.38M – 5
2024
Q3 		$4.38M Buy
+50,770
New +$3.99M 2.25% 5
2024
Q2 		– Sell
-90,040
Closed -$6.35M – 7
2024
Q1 		$6.35M Buy
+90,040
New +$5.56M 2.2% 6

Other funds holding UPRO

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return
RAM
Revere Asset Management Dallas, Texas $195M AUM 80.44% 1-Year Est. Return
VPW
Variant Private Wealth Tysons, Virginia $82.6M AUM 23.52% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $3.23B AUM 62.07% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $4.96B AUM 31.83% 1-Year Est. Return