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Dynamic Advisor Solutions’s ProShares UltraPro S&P 500 UPRO Stock Holding History

Dynamic Advisor Solutions’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
2020
Q1 		– Sell
-6,828
Closed -$239K – 599
2019
Q4 		$239K Buy
+6,828
New +$209K 0.03% 462
2018
Q4 		– Sell
-7,338
Closed -$210K – 449
2018
Q3 		$210K Buy
+7,338
New +$197K 0.04% 366

Other funds holding UPRO

HI
Hoey Investments Coatesville, Pennsylvania $774M AUM 27.34% 1-Year Est. Return
CA
Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
TCM
Tuttle Capital Management Riverside, Connecticut $148M AUM 64.07% 1-Year Est. Return
RHBC
R.H. Bluestein & Co Birmingham, Michigan $1.61B AUM 7.59% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Dynamic Advisor Solutions's UPRO Position: Q1 2020 in Review

Dynamic Advisor Solutions sold out of ProShares UltraPro S&P 500 (UPRO) in Q1 2020, closing a stake of 6,828 shares — an estimated $239K sold.

Dynamic Advisor Solutions first reported a position in UPRO in Q3 2018 and held it in 2 quarters. The position peaked at $239K in Q4 2019. 57 funds tracked by Wall St. Rank hold UPRO as of Q1 2020.

  • Dynamic Advisor Solutions reported no remaining ProShares UltraPro S&P 500 position as of Q1 2020 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 6,828 ProShares UltraPro S&P 500 shares in Q1 2020, an estimated $239K.
  • Dynamic Advisor Solutions first reported a position in ProShares UltraPro S&P 500 in Q3 2018 and held it in 2 quarters.
  • Dynamic Advisor Solutions's ProShares UltraPro S&P 500 position peaked at $239K in Q4 2019.
  • 57 funds tracked by Wall St. Rank held ProShares UltraPro S&P 500 as of Q1 2020.

Based on Dynamic Advisor Solutions's 13F filing for Q1 2020, filed 7 May 2020.