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Elevation Wealth Partners’s ProShares UltraPro S&P 500 UPRO Stock Holding History

Elevation Wealth Partners’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
Q2 		– Sell
-200
Closed -$14.1K – 540
2024
Q1 		$14.1K Hold
200
– – 0.01% 327
2023
Q4 		$8.23K Buy
+200
New +$9.16K ﹤0.01% 346

Other funds holding UPRO

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AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
HCS
Himension Capital (Singapore) Singapore $1.63B AUM 148.03% 1-Year Est. Return
RAM
Revere Asset Management Dallas, Texas $195M AUM 80.44% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
SCM
Sollinda Capital Management Miami, Florida $468M AUM 15.7% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Elevation Wealth Partners's UPRO Position: Q2 2024 in Review

Elevation Wealth Partners sold out of ProShares UltraPro S&P 500 (UPRO) in Q2 2024, closing a stake of 200 shares — an estimated $14.1K sold.

Elevation Wealth Partners first reported a position in UPRO in Q4 2023 and held it in 2 quarters. The position peaked at $14.1K in Q1 2024. 102 funds tracked by Wall St. Rank hold UPRO as of Q2 2024.

  • Elevation Wealth Partners reported no remaining ProShares UltraPro S&P 500 position as of Q2 2024 after selling out during the quarter.
  • Elevation Wealth Partners sold 200 ProShares UltraPro S&P 500 shares in Q2 2024, an estimated $14.1K.
  • Elevation Wealth Partners first reported a position in ProShares UltraPro S&P 500 in Q4 2023 and held it in 2 quarters.
  • Elevation Wealth Partners's ProShares UltraPro S&P 500 position peaked at $14.1K in Q1 2024.
  • 102 funds tracked by Wall St. Rank held ProShares UltraPro S&P 500 as of Q2 2024.

Based on Elevation Wealth Partners's 13F filing for Q2 2024, filed 9 Jul 2024.