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

Ironwood Financial’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 Q4	–	Sell	-470	Closed	-$27K	–	510
2021 Q3	$27K	Buy	470 +240	+104%	+$14.8K	0.01%	252
2021 Q2	$13K	Sell	230 -160	-41%	-$8.39K	﹤0.01%	339
2021 Q1	$18K	Buy	390 +140	+56%	+$5.85K	0.01%	278
2020 Q4	$10K	Hold	250	–	–	﹤0.01%	320
2020 Q3	$7K	Hold	250	–	–	﹤0.01%	298
2020 Q2	$6K	Buy	+250	New	+$4.86K	﹤0.01%	299

Other funds holding UPRO

Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

MVP

Miller Value Partners Sarasota, Florida $423M AUM 49.14% 1-Year Est. Return

CPR Investments Rochester, Michigan $130M AUM 29.56% 1-Year Est. Return

F3Logic Burnsville, Minnesota $476M AUM 16.57% 1-Year Est. Return

Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return

Ironwood Financial's UPRO Position: Q4 2021 in Review

Ironwood Financial sold out of ProShares UltraPro S&P 500 (UPRO) in Q4 2021, closing a stake of 470 shares — an estimated $27K sold.

Ironwood Financial first reported a position in UPRO in Q2 2020 and held it in 6 quarters. The position peaked at $27K in Q3 2021. 89 funds tracked by Wall St. Rank hold UPRO as of Q4 2021.

Ironwood Financial reported no remaining ProShares UltraPro S&P 500 position as of Q4 2021 after selling out during the quarter.
Ironwood Financial sold 470 ProShares UltraPro S&P 500 shares in Q4 2021, an estimated $27K.
Ironwood Financial first reported a position in ProShares UltraPro S&P 500 in Q2 2020 and held it in 6 quarters.
Ironwood Financial's ProShares UltraPro S&P 500 position peaked at $27K in Q3 2021.
89 funds tracked by Wall St. Rank held ProShares UltraPro S&P 500 as of Q4 2021.

Based on Ironwood Financial's 13F filing for Q4 2021, filed 28 Jan 2022.