IFP Advisors’s ProShares UltraPro S&P 500 UPRO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.49K | Buy |
+16
| New | +$1.49K | ﹤0.01% | 4030 |
|
2023
Q2 | – | Sell |
-725
| Closed | -$34.7K | – | 3579 |
|
2023
Q1 | $34.7K | Buy |
725
+45
| +7% | +$2.15K | ﹤0.01% | 1763 |
|
2022
Q4 | $35K | Buy |
680
+154
| +29% | +$7.93K | ﹤0.01% | 2496 |
|
2022
Q3 | $24K | Buy |
526
+146
| +38% | +$6.66K | ﹤0.01% | 2941 |
|
2022
Q2 | $18K | Hold |
380
| – | – | ﹤0.01% | 2964 |
|
2022
Q1 | $18K | Sell |
380
-1,204
| -76% | -$57K | ﹤0.01% | 2964 |
|
2021
Q4 | $120K | Buy |
1,584
+1,434
| +956% | +$109K | ﹤0.01% | 1173 |
|
2021
Q3 | $9K | Hold |
150
| – | – | ﹤0.01% | 2280 |
|
2021
Q2 | $9K | Buy |
+150
| New | +$9K | ﹤0.01% | 2256 |
|