Financial Gravity Asset Management’s ProShares UltraPro S&P 500 UPRO Stock Holding History

Financial Gravity Asset 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
2019 Q4	–	Sell	-2,412	Closed	-$67K	–	1703
2019 Q3	$67K	Buy	+2,412	New	+$66K	0.06%	254
2019 Q2	–	Sell	-102	Closed	-$2.63K	–	1676
2019 Q1	$3K	Buy	+102	New	+$2.25K	﹤0.01%	875

Other funds holding UPRO

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

MVP

Miller Value Partners Sarasota, Florida $423M AUM 49.14% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

F3Logic Burnsville, Minnesota $476M AUM 16.57% 1-Year Est. Return

Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return

Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return

BCM

Beck Capital Management Austin, Texas $543M AUM 83.77% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Financial Gravity Asset Management's UPRO Position: Q4 2019 in Review

Financial Gravity Asset Management sold out of ProShares UltraPro S&P 500 (UPRO) in Q4 2019, closing a stake of 2,412 shares — an estimated $67K sold.

Financial Gravity Asset Management first reported a position in UPRO in Q1 2019 and held it in 2 quarters. The position peaked at $67K in Q3 2019. 53 funds tracked by Wall St. Rank hold UPRO as of Q4 2019.

Financial Gravity Asset Management reported no remaining ProShares UltraPro S&P 500 position as of Q4 2019 after selling out during the quarter.
Financial Gravity Asset Management sold 2,412 ProShares UltraPro S&P 500 shares in Q4 2019, an estimated $67K.
Financial Gravity Asset Management first reported a position in ProShares UltraPro S&P 500 in Q1 2019 and held it in 2 quarters.
Financial Gravity Asset Management's ProShares UltraPro S&P 500 position peaked at $67K in Q3 2019.
53 funds tracked by Wall St. Rank held ProShares UltraPro S&P 500 as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.