HI
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Hoey Investments’s ProShares UltraPro S&P 500 UPRO Stock Holding History

Hoey Investments’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
-1,000
Closed -$76.8K – 439
2024
Q3 		$76.8K Hold
1,000
– – 0.01% 109
2024
Q2 		$76.8K Sell
1,000
-1,000
-50% -$69.3K 0.01% 109
2024
Q1 		$141K Hold
2,000
– – 0.03% 93
2023
Q4 		$109K Hold
2,000
– – 0.03% 93
2023
Q3 		$82.3K Sell
2,000
-1,000
-33% -$47.1K 0.03% 110
2023
Q2 		$142K Sell
3,000
-2,000
-40% -$81.7K 0.05% 95
2023
Q1 		$193K Sell
5,000
-17,750
-78% -$646K 0.08% 88
2022
Q4 		$746K Buy
+22,750
New +$777K 0.32% 53
2022
Q3 		– Sell
-26,050
Closed -$908K – 342
2022
Q2 		$908K Buy
26,050
+5,350
+26% +$250K 0.39% 30
2022
Q1 		$1.32M Buy
20,700
+17,700
+590% +$1.1M 0.36% 27
2021
Q4 		$229K Buy
+3,000
New +$208K 0.06% 58
2021
Q1 		– Sell
-4,000
Closed -$154K – 258
2020
Q4 		$154K Sell
4,000
-163,036
-98% -$5.37M 0.06% 64
2020
Q3 		$4.67M Buy
167,036
+139,330
+503% +$3.8M 1.89% 12
2020
Q2 		$615K Sell
27,706
-1,036,942
-97% -$20.2M 0.3% 32
2020
Q1 		$14.7M Buy
1,064,648
+1,059,308
+19,837% +$31.6M 10.33% 4
2019
Q4 		$187K Buy
+5,340
New +$164K 0.13% 59

Other funds holding UPRO

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return
RAM
Revere Asset Management Dallas, Texas $195M AUM 80.44% 1-Year Est. Return
VPW
Variant Private Wealth Tysons, Virginia $88.9M AUM 25.07% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Hoey Investments's UPRO Position: Q4 2024 in Review

Hoey Investments sold out of ProShares UltraPro S&P 500 (UPRO) in Q4 2024, closing a stake of 1,000 shares — an estimated $76.8K sold.

Hoey Investments first reported a position in UPRO in Q4 2019 and held it in 16 quarters. The position peaked at $14.7M in Q1 2020. 114 funds tracked by Wall St. Rank hold UPRO as of Q4 2024.

  • Hoey Investments reported no remaining ProShares UltraPro S&P 500 position as of Q4 2024 after selling out during the quarter.
  • Hoey Investments sold 1,000 ProShares UltraPro S&P 500 shares in Q4 2024, an estimated $76.8K.
  • Hoey Investments first reported a position in ProShares UltraPro S&P 500 in Q4 2019 and held it in 16 quarters.
  • Hoey Investments's ProShares UltraPro S&P 500 position peaked at $14.7M in Q1 2020.
  • 114 funds tracked by Wall St. Rank held ProShares UltraPro S&P 500 as of Q4 2024.

Based on Hoey Investments's 13F filing for Q4 2024, filed 12 Feb 2025.