Independent Financial Group’s ProShares UltraPro S&P 500 UPRO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$2.29M Sell
2025
Q4
$2.76M Sell
2025
Q3
$3M Sell
2025
Q2
$2.57M Sell
2025
Q1
$2.09M Sell
2024
Q4
$2.5M Buy
2024
Q3
$2.4M Sell
2024
Q2
$2.14M Sell
2024
Q1
$2.02M Buy
2023
Q4
$1.5M Sell
2023
Q3
$1.14M Buy
2023
Q2
$584K Buy
2023
Q1
$289K Buy
2022
Q4
Sell
2022
Q3
$314K Buy