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MFA Wealth Advisors’s ProShares UltraPro S&P 500 UPRO Stock Holding History

MFA Wealth Advisors’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
2024
Q4 		– Sell
-1
Closed -$61 – 371
2024
Q3 		$61 Buy
+1
New +$79 ﹤0.01% 500

Other funds holding UPRO

HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return
RAM
Revere Asset Management Dallas, Texas $261M AUM 104.77% 1-Year Est. Return
VPW
Variant Private Wealth Tysons, Virginia $88.9M AUM 25.07% 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
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

MFA Wealth Advisors's UPRO Position: Q4 2024 in Review

MFA Wealth Advisors sold out of ProShares UltraPro S&P 500 (UPRO) in Q4 2024, closing a stake of 1 share — an estimated $61 sold.

MFA Wealth Advisors first reported a position in UPRO in Q3 2024 and held it in 1 quarter. The position peaked at $61 in Q3 2024. 114 funds tracked by Wall St. Rank hold UPRO as of Q4 2024.

  • MFA Wealth Advisors reported no remaining ProShares UltraPro S&P 500 position as of Q4 2024 after selling out during the quarter.
  • MFA Wealth Advisors sold 1 ProShares UltraPro S&P 500 share in Q4 2024, an estimated $61.
  • MFA Wealth Advisors first reported a position in ProShares UltraPro S&P 500 in Q3 2024 and held it in 1 quarter.
  • MFA Wealth Advisors's ProShares UltraPro S&P 500 position peaked at $61 in Q3 2024.
  • 114 funds tracked by Wall St. Rank held ProShares UltraPro S&P 500 as of Q4 2024.

Based on MFA Wealth Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.