Global Retirement Partners’s ProShares UltraPro S&P 500 UPRO Stock Holding History

Global Retirement Partners’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 Q4	–	Sell	-1	Closed	-$86	–	3785
2024 Q3	$86	Hold	1	–	–	﹤0.01%	3416
2024 Q2	$77	Hold	1	–	–	﹤0.01%	3469
2024 Q1	$71	Hold	1	–	–	﹤0.01%	3316
2023 Q4	$54	Hold	1	–	–	﹤0.01%	3293
2023 Q3	$40	Hold	1	–	–	﹤0.01%	3207
2023 Q2	$47	Hold	1	–	–	﹤0.01%	3158
2023 Q1	$38	Buy	+1	New	+$36	﹤0.01%	3157
2020 Q3	–	Sell	-200	Closed	-$4K	–	1724
2020 Q2	$4K	Hold	200	–	–	﹤0.01%	1355
2020 Q1	$3K	Buy	+200	New	+$5.96K	﹤0.01%	1366

Other funds holding UPRO

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

RAM

Revere Asset Management Dallas, Texas $261M AUM 104.77% 1-Year Est. Return

VPW

Variant Private Wealth Tysons, Virginia $88.9M AUM 25.07% 1-Year Est. Return

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

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Global Retirement Partners's UPRO Position: Q4 2024 in Review

Global Retirement Partners sold out of ProShares UltraPro S&P 500 (UPRO) in Q4 2024, closing a stake of 1 share — an estimated $86 sold.

Global Retirement Partners first reported a position in UPRO in Q1 2020 and held it in 9 quarters. The position peaked at $4K in Q2 2020. 114 funds tracked by Wall St. Rank hold UPRO as of Q4 2024.

Global Retirement Partners reported no remaining ProShares UltraPro S&P 500 position as of Q4 2024 after selling out during the quarter.
Global Retirement Partners sold 1 ProShares UltraPro S&P 500 share in Q4 2024, an estimated $86.
Global Retirement Partners first reported a position in ProShares UltraPro S&P 500 in Q1 2020 and held it in 9 quarters.
Global Retirement Partners's ProShares UltraPro S&P 500 position peaked at $4K in Q2 2020.
114 funds tracked by Wall St. Rank held ProShares UltraPro S&P 500 as of Q4 2024.

Based on Global Retirement Partners's 13F filing for Q4 2024, filed 31 Jan 2025.