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

Liberty Wealth 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
2020
Q3 		– Sell
-120
Closed -$3K – 958
2020
Q2 		$3K Buy
+120
New +$2.33K ﹤0.01% 712

Other funds holding UPRO

SFA
Spectrum Financial Alliance Nicholasville, Kentucky $679M AUM 83.74% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $423M AUM 49.14% 1-Year Est. Return
HI
Hoey Investments Coatesville, Pennsylvania $774M AUM 27.34% 1-Year Est. Return
RHBC
R.H. Bluestein & Co Birmingham, Michigan $1.61B AUM 7.59% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Liberty Wealth Management's UPRO Position: Q3 2020 in Review

Liberty Wealth Management sold out of ProShares UltraPro S&P 500 (UPRO) in Q3 2020, closing a stake of 120 shares — an estimated $3K sold.

Liberty Wealth Management first reported a position in UPRO in Q2 2020 and held it in 1 quarter. The position peaked at $3K in Q2 2020. 50 funds tracked by Wall St. Rank hold UPRO as of Q3 2020.

  • Liberty Wealth Management reported no remaining ProShares UltraPro S&P 500 position as of Q3 2020 after selling out during the quarter.
  • Liberty Wealth Management sold 120 ProShares UltraPro S&P 500 shares in Q3 2020, an estimated $3K.
  • Liberty Wealth Management first reported a position in ProShares UltraPro S&P 500 in Q2 2020 and held it in 1 quarter.
  • Liberty Wealth Management's ProShares UltraPro S&P 500 position peaked at $3K in Q2 2020.
  • 50 funds tracked by Wall St. Rank held ProShares UltraPro S&P 500 as of Q3 2020.

Based on Liberty Wealth Management's 13F filing for Q3 2020, filed 5 Nov 2020.