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Great Valley Advisor Group’s ProShares UltraPro S&P 500 UPRO Stock Holding History

Great Valley Advisor 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
2019
Q3 		– Sell
-9,956
Closed -$277K – 351
2019
Q2 		$277K Buy
+9,956
New +$257K 0.07% 264

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
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 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
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
EP
Edgestream Partners Princeton, New Jersey $3.37B AUM 20.71% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Great Valley Advisor Group's UPRO Position: Q3 2019 in Review

Great Valley Advisor Group sold out of ProShares UltraPro S&P 500 (UPRO) in Q3 2019, closing a stake of 9,956 shares — an estimated $277K sold.

Great Valley Advisor Group first reported a position in UPRO in Q2 2019 and held it in 1 quarter. The position peaked at $277K in Q2 2019. 53 funds tracked by Wall St. Rank hold UPRO as of Q3 2019.

  • Great Valley Advisor Group reported no remaining ProShares UltraPro S&P 500 position as of Q3 2019 after selling out during the quarter.
  • Great Valley Advisor Group sold 9,956 ProShares UltraPro S&P 500 shares in Q3 2019, an estimated $277K.
  • Great Valley Advisor Group first reported a position in ProShares UltraPro S&P 500 in Q2 2019 and held it in 1 quarter.
  • Great Valley Advisor Group's ProShares UltraPro S&P 500 position peaked at $277K in Q2 2019.
  • 53 funds tracked by Wall St. Rank held ProShares UltraPro S&P 500 as of Q3 2019.

Based on Great Valley Advisor Group's 13F filing for Q3 2019, filed 25 Oct 2019.