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Focused Wealth Management’s ProShares UltraPro S&P 500 UPRO Stock Holding History

Focused Wealth 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
2020
Q2 		– Sell
-112
Closed -$2K – 833
2020
Q1 		$2K Buy
+112
New +$3.34K ﹤0.01% 632

Other funds holding UPRO

IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
CA
Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
F
F3Logic Burnsville, Minnesota $476M AUM 16.57% 1-Year Est. Return
TCM
Tuttle Capital Management Riverside, Connecticut $148M AUM 64.07% 1-Year Est. Return
DS
DRW Securities Chicago, Illinois $4.11B AUM 21.98% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $423M AUM 49.14% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Focused Wealth Management's UPRO Position: Q2 2020 in Review

Focused Wealth Management sold out of ProShares UltraPro S&P 500 (UPRO) in Q2 2020, closing a stake of 112 shares — an estimated $2K sold.

Focused Wealth Management first reported a position in UPRO in Q1 2020 and held it in 1 quarter. The position peaked at $2K in Q1 2020. 62 funds tracked by Wall St. Rank hold UPRO as of Q2 2020.

  • Focused Wealth Management reported no remaining ProShares UltraPro S&P 500 position as of Q2 2020 after selling out during the quarter.
  • Focused Wealth Management sold 112 ProShares UltraPro S&P 500 shares in Q2 2020, an estimated $2K.
  • Focused Wealth Management first reported a position in ProShares UltraPro S&P 500 in Q1 2020 and held it in 1 quarter.
  • Focused Wealth Management's ProShares UltraPro S&P 500 position peaked at $2K in Q1 2020.
  • 62 funds tracked by Wall St. Rank held ProShares UltraPro S&P 500 as of Q2 2020.

Based on Focused Wealth Management's 13F filing for Q2 2020, filed 24 Jul 2020.