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Money Concepts Capital’s ProShares UltraPro S&P 500 UPRO Stock Holding History

Money Concepts Capital’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
Q1 		– Sell
-420
Closed -$13.8K – 2757
2022
Q4 		$13.8K Buy
420
+238
+131% +$8.13K ﹤0.01% 1859
2022
Q3 		$5K Hold
182
– – ﹤0.01% 1233
2022
Q2 		$7K Buy
+182
New +$8.49K ﹤0.01% 1113
2021
Q1 		– Sell
-1,074
Closed -$41K – 767
2020
Q4 		$41K Buy
+1,074
New +$35.3K ﹤0.01% 535

Other funds holding UPRO

CA
Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $423M AUM 49.14% 1-Year Est. Return
PWM
Prosperity Wealth Management San Ramon, California $300M AUM 28.11% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
DS
DRW Securities Chicago, Illinois $4.11B AUM 21.98% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Money Concepts Capital's UPRO Position: Q1 2023 in Review

Money Concepts Capital sold out of ProShares UltraPro S&P 500 (UPRO) in Q1 2023, closing a stake of 420 shares — an estimated $13.8K sold.

Money Concepts Capital first reported a position in UPRO in Q4 2020 and held it in 4 quarters. The position peaked at $41K in Q4 2020. 84 funds tracked by Wall St. Rank hold UPRO as of Q1 2023.

  • Money Concepts Capital reported no remaining ProShares UltraPro S&P 500 position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 420 ProShares UltraPro S&P 500 shares in Q1 2023, an estimated $13.8K.
  • Money Concepts Capital first reported a position in ProShares UltraPro S&P 500 in Q4 2020 and held it in 4 quarters.
  • Money Concepts Capital's ProShares UltraPro S&P 500 position peaked at $41K in Q4 2020.
  • 84 funds tracked by Wall St. Rank held ProShares UltraPro S&P 500 as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.