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Hazlett, Burt & Watson’s ProShares UltraPro S&P 500 UPRO Stock Holding History

Hazlett, Burt & Watson’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
Q2 		– Sell
-218
Closed -$15K – 733
2024
Q1 		$15K Buy
+218
New +$13.5K 0.01% 475

Other funds holding UPRO

Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
HCS
Himension Capital (Singapore) Singapore $1.63B AUM 148.03% 1-Year Est. Return
RAM
Revere Asset Management Dallas, Texas $261M AUM 104.77% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
SCM
Sollinda Capital Management Miami, Florida $468M AUM 15.7% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Hazlett, Burt & Watson's UPRO Position: Q2 2024 in Review

Hazlett, Burt & Watson sold out of ProShares UltraPro S&P 500 (UPRO) in Q2 2024, closing a stake of 218 shares — an estimated $15K sold.

Hazlett, Burt & Watson first reported a position in UPRO in Q1 2024 and held it in 1 quarter. The position peaked at $15K in Q1 2024. 102 funds tracked by Wall St. Rank hold UPRO as of Q2 2024.

  • Hazlett, Burt & Watson reported no remaining ProShares UltraPro S&P 500 position as of Q2 2024 after selling out during the quarter.
  • Hazlett, Burt & Watson sold 218 ProShares UltraPro S&P 500 shares in Q2 2024, an estimated $15K.
  • Hazlett, Burt & Watson first reported a position in ProShares UltraPro S&P 500 in Q1 2024 and held it in 1 quarter.
  • Hazlett, Burt & Watson's ProShares UltraPro S&P 500 position peaked at $15K in Q1 2024.
  • 102 funds tracked by Wall St. Rank held ProShares UltraPro S&P 500 as of Q2 2024.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2024, filed 7 Aug 2024.