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Kalos Management’s ProShares UltraPro S&P 500 UPRO Stock Holding History

Kalos Management’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
Q2 		– Sell
-426
Closed -$16.4K – 359
2023
Q1 		$16.4K Buy
+426
New +$15.5K 0.03% 168

Other funds holding UPRO

TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 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
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Kalos Management's UPRO Position: Q2 2023 in Review

Kalos Management sold out of ProShares UltraPro S&P 500 (UPRO) in Q2 2023, closing a stake of 426 shares — an estimated $16.4K sold.

Kalos Management first reported a position in UPRO in Q1 2023 and held it in 1 quarter. The position peaked at $16.4K in Q1 2023. 89 funds tracked by Wall St. Rank hold UPRO as of Q2 2023.

  • Kalos Management reported no remaining ProShares UltraPro S&P 500 position as of Q2 2023 after selling out during the quarter.
  • Kalos Management sold 426 ProShares UltraPro S&P 500 shares in Q2 2023, an estimated $16.4K.
  • Kalos Management first reported a position in ProShares UltraPro S&P 500 in Q1 2023 and held it in 1 quarter.
  • Kalos Management's ProShares UltraPro S&P 500 position peaked at $16.4K in Q1 2023.
  • 89 funds tracked by Wall St. Rank held ProShares UltraPro S&P 500 as of Q2 2023.

Based on Kalos Management's 13F filing for Q2 2023, filed 9 Aug 2023.