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Harvest Group Wealth Management’s ProShares UltraPro S&P 500 UPRO Stock Holding History

Harvest Group Wealth 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
Q1 		– Sell
-212
Closed -$8K – 680
2020
Q4 		$8K Buy
212
+28
+15% +$921 ﹤0.01% 239
2020
Q3 		$5K Buy
184
+20
+12% +$546 ﹤0.01% 269
2020
Q2 		$3K Buy
164
+66
+67% +$1.28K ﹤0.01% 286
2020
Q1 		$1K Buy
98
+60
+158% +$1.79K ﹤0.01% 443
2019
Q4 		$1K Buy
+38
New +$1.16K ﹤0.01% 883

Other funds holding UPRO

CA
Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
F
F3Logic Burnsville, Minnesota $476M AUM 16.57% 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
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
DS
DRW Securities Chicago, Illinois $4.11B AUM 21.98% 1-Year Est. Return

Harvest Group Wealth Management's UPRO Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of ProShares UltraPro S&P 500 (UPRO) in Q1 2021, closing a stake of 212 shares — an estimated $8K sold.

Harvest Group Wealth Management first reported a position in UPRO in Q4 2019 and held it in 5 quarters. The position peaked at $8K in Q4 2020. 64 funds tracked by Wall St. Rank hold UPRO as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining ProShares UltraPro S&P 500 position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 212 ProShares UltraPro S&P 500 shares in Q1 2021, an estimated $8K.
  • Harvest Group Wealth Management first reported a position in ProShares UltraPro S&P 500 in Q4 2019 and held it in 5 quarters.
  • Harvest Group Wealth Management's ProShares UltraPro S&P 500 position peaked at $8K in Q4 2020.
  • 64 funds tracked by Wall St. Rank held ProShares UltraPro S&P 500 as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.