JMF
UPRO icon

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

Johnson Midwest 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
2023
Q3 		$1.65K Sell
40
-21
-34% -$988 ﹤0.01% 328
2023
Q2 		$2.89K Buy
+61
New +$2.49K ﹤0.01% 297
2022
Q1 		– Sell
-740
Closed -$56K – 306
2021
Q4 		$56K Buy
740
+242
+49% +$16.8K 0.04% 87
2021
Q3 		$28K Buy
+498
New +$30.8K 0.02% 123

Other funds holding UPRO

JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CA
Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return
PWM
Prosperity Wealth Management San Ramon, California $300M AUM 28.11% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
XS
XR Securities Chicago, Illinois $5.35M AUM 26.1% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Johnson Midwest Financial's UPRO Position: Q3 2023 in Review

Johnson Midwest Financial reduced its ProShares UltraPro S&P 500 (UPRO) stake by 34% in Q3 2023, selling an estimated $988 and leaving 40 shares worth $1.65K. The position accounts for ﹤0.01% of the portfolio, ranked #328.

Johnson Midwest Financial first reported a position in UPRO in Q3 2021 and has held it in 4 quarters since. The position peaked at $56K in Q4 2021. 95 funds tracked by Wall St. Rank hold UPRO as of Q3 2023.

  • Johnson Midwest Financial held 40 shares of ProShares UltraPro S&P 500 worth $1.65K as of Q3 2023.
  • Johnson Midwest Financial sold 21 ProShares UltraPro S&P 500 shares in Q3 2023, an estimated $988.
  • ProShares UltraPro S&P 500 made up ﹤0.01% of Johnson Midwest Financial's portfolio in Q3 2023, its #328 holding.
  • Johnson Midwest Financial first reported a position in ProShares UltraPro S&P 500 in Q3 2021 and has held it in 4 quarters since.
  • Johnson Midwest Financial's ProShares UltraPro S&P 500 position peaked at $56K in Q4 2021.
  • 95 funds tracked by Wall St. Rank held ProShares UltraPro S&P 500 as of Q3 2023.

Based on Johnson Midwest Financial's 13F filing for Q3 2023, filed 7 Nov 2023.