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Family Capital Management’s ProShares UltraPro S&P 500 UPRO Stock Holding History

Family Capital Management’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
Q1 		– Sell
-8,804
Closed -$482K – 77
2023
Q4 		$482K Sell
8,804
-4,919
-36% -$225K 0.34% 39
2023
Q3 		$565K Sell
13,723
-5,694
-29% -$268K 0.37% 34
2023
Q2 		$920K Sell
19,417
-841
-4% -$34.3K 0.57% 29
2023
Q1 		$781K Buy
20,258
+775
+4% +$28.2K 0.34% 30
2022
Q4 		$638K Buy
+19,483
New +$665K 0.42% 32

Other funds holding UPRO

IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
HCS
Himension Capital (Singapore) Singapore $1.3B AUM 85.53% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
DVF
Discovery Value Fund Singapore $34.7M AUM 58.56% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Family Capital Management's UPRO Position: Q1 2024 in Review

Family Capital Management sold out of ProShares UltraPro S&P 500 (UPRO) in Q1 2024, closing a stake of 8,804 shares — an estimated $482K sold.

Family Capital Management first reported a position in UPRO in Q4 2022 and held it in 5 quarters. The position peaked at $920K in Q2 2023. 99 funds tracked by Wall St. Rank hold UPRO as of Q1 2024.

  • Family Capital Management reported no remaining ProShares UltraPro S&P 500 position as of Q1 2024 after selling out during the quarter.
  • Family Capital Management sold 8,804 ProShares UltraPro S&P 500 shares in Q1 2024, an estimated $482K.
  • Family Capital Management first reported a position in ProShares UltraPro S&P 500 in Q4 2022 and held it in 5 quarters.
  • Family Capital Management's ProShares UltraPro S&P 500 position peaked at $920K in Q2 2023.
  • 99 funds tracked by Wall St. Rank held ProShares UltraPro S&P 500 as of Q1 2024.

Based on Family Capital Management's 13F filing for Q1 2024, filed 23 Apr 2024.