FWMM
UPRO icon

Foundation Wealth Management (Missouri)’s ProShares UltraPro S&P 500 UPRO Stock Holding History

Foundation Wealth Management (Missouri)’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
2023
Q1 		– Sell
-6,719
Closed -$220K – 40
2022
Q4 		$220K Buy
+6,719
New +$229K 0.22% 37

Other funds holding UPRO

CA
Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $423M AUM 49.14% 1-Year Est. Return
PWM
Prosperity Wealth Management San Ramon, California $300M AUM 28.11% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
DS
DRW Securities Chicago, Illinois $4.11B AUM 21.98% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Foundation Wealth Management (Missouri)'s UPRO Position: Q1 2023 in Review

Foundation Wealth Management (Missouri) sold out of ProShares UltraPro S&P 500 (UPRO) in Q1 2023, closing a stake of 6,719 shares — an estimated $220K sold.

Foundation Wealth Management (Missouri) first reported a position in UPRO in Q4 2022 and held it in 1 quarter. The position peaked at $220K in Q4 2022. 84 funds tracked by Wall St. Rank hold UPRO as of Q1 2023.

  • Foundation Wealth Management (Missouri) reported no remaining ProShares UltraPro S&P 500 position as of Q1 2023 after selling out during the quarter.
  • Foundation Wealth Management (Missouri) sold 6,719 ProShares UltraPro S&P 500 shares in Q1 2023, an estimated $220K.
  • Foundation Wealth Management (Missouri) first reported a position in ProShares UltraPro S&P 500 in Q4 2022 and held it in 1 quarter.
  • Foundation Wealth Management (Missouri)'s ProShares UltraPro S&P 500 position peaked at $220K in Q4 2022.
  • 84 funds tracked by Wall St. Rank held ProShares UltraPro S&P 500 as of Q1 2023.

Based on Foundation Wealth Management (Missouri)'s 13F filing for Q1 2023, filed 18 Apr 2023.