EverSource Wealth Advisors’s ProShares UltraPro S&P 500 UPRO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$853K	Sell	9,325 -14,479	-61%	-$1.32M	0.04%	315
2025 Q1	$1.76M	Buy	23,804 +13,400	+129%	+$990K	0.1%	168
2024 Q4	$922K	Buy	+10,404	New	+$922K	0.05%	255