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Freedom Investment Management’s ProShares UltraPro S&P 500 UPRO Stock Holding History

Freedom Investment 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
2021
Q3 		– Sell
-7,510
Closed -$426K – 910
2021
Q2 		$426K Sell
7,510
-230
-3% -$12.1K 0.03% 588
2021
Q1 		$350K Buy
+7,740
New +$323K 0.03% 634
2020
Q3 		– Sell
-24,038
Closed -$533K – 599
2020
Q2 		$533K Buy
+24,038
New +$467K 0.06% 258
2019
Q4 		– Sell
-17,294
Closed -$478K – 708
2019
Q3 		$478K Buy
17,294
+4,896
+39% +$134K 0.04% 367
2019
Q2 		$336K Buy
+12,398
New +$320K 0.03% 486
2018
Q3 		– Sell
-18,362
Closed -$430K – 975
2018
Q2 		$430K Buy
+18,362
New +$425K 0.03% 622
2015
Q3 		– Sell
-41,838
Closed -$463K – 735
2015
Q2 		$463K Buy
41,838
+11,466
+38% +$134K 0.05% 362
2015
Q1 		$338K Buy
+30,372
New +$337K 0.04% 441
2014
Q4 		– Sell
-48,120
Closed -$471K – 619
2014
Q3 		$471K Buy
+48,120
New +$473K 0.08% 250

Other funds holding UPRO

CA
Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $423M AUM 49.14% 1-Year Est. Return
F
F3Logic Burnsville, Minnesota $476M AUM 16.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

Freedom Investment Management's UPRO Position: Q3 2021 in Review

Freedom Investment Management sold out of ProShares UltraPro S&P 500 (UPRO) in Q3 2021, closing a stake of 7,510 shares — an estimated $426K sold.

Freedom Investment Management first reported a position in UPRO in Q3 2014 and held it in 9 quarters. The position peaked at $533K in Q2 2020. 73 funds tracked by Wall St. Rank hold UPRO as of Q3 2021.

  • Freedom Investment Management reported no remaining ProShares UltraPro S&P 500 position as of Q3 2021 after selling out during the quarter.
  • Freedom Investment Management sold 7,510 ProShares UltraPro S&P 500 shares in Q3 2021, an estimated $426K.
  • Freedom Investment Management first reported a position in ProShares UltraPro S&P 500 in Q3 2014 and held it in 9 quarters.
  • Freedom Investment Management's ProShares UltraPro S&P 500 position peaked at $533K in Q2 2020.
  • 73 funds tracked by Wall St. Rank held ProShares UltraPro S&P 500 as of Q3 2021.

Based on Freedom Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.