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Fortitude Advisory Group’s ProShares UltraPro S&P 500 UPRO Stock Holding History

Fortitude Advisory Group’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
-4,790
Closed -$338K – 222
2024
Q1 		$338K Buy
+4,790
New +$296K 0.19% 117
2023
Q2 		– Sell
-5,415
Closed -$209K – 231
2023
Q1 		$209K Buy
+5,415
New +$197K 0.16% 181
2022
Q2 		– Sell
-280
Closed -$18K – 1221
2022
Q1 		$18K Hold
280
– – 0.01% 870
2021
Q4 		$21K Buy
+280
New +$19.4K 0.01% 835

Other funds holding UPRO

Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
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 $261M AUM 104.77% 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

Fortitude Advisory Group's UPRO Position: Q2 2024 in Review

Fortitude Advisory Group sold out of ProShares UltraPro S&P 500 (UPRO) in Q2 2024, closing a stake of 4,790 shares — an estimated $338K sold.

Fortitude Advisory Group first reported a position in UPRO in Q4 2021 and held it in 4 quarters. The position peaked at $338K in Q1 2024. 102 funds tracked by Wall St. Rank hold UPRO as of Q2 2024.

  • Fortitude Advisory Group reported no remaining ProShares UltraPro S&P 500 position as of Q2 2024 after selling out during the quarter.
  • Fortitude Advisory Group sold 4,790 ProShares UltraPro S&P 500 shares in Q2 2024, an estimated $338K.
  • Fortitude Advisory Group first reported a position in ProShares UltraPro S&P 500 in Q4 2021 and held it in 4 quarters.
  • Fortitude Advisory Group's ProShares UltraPro S&P 500 position peaked at $338K in Q1 2024.
  • 102 funds tracked by Wall St. Rank held ProShares UltraPro S&P 500 as of Q2 2024.

Based on Fortitude Advisory Group's 13F filing for Q2 2024, filed 25 Jul 2024.