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MPS Loria Financial Planners’s ProShares UltraPro S&P 500 UPRO Stock Holding History

MPS Loria Financial Planners’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
-5,950
Closed -$513K – 83
2024
Q3 		$513K Buy
5,950
+14
+0.2% +$1.1K 0.15% 39
2024
Q2 		$456K Hold
5,936
– – 0.15% 43
2024
Q1 		$419K Buy
5,936
+9
+0.2% +$556 0.14% 46
2023
Q4 		$324K Buy
5,927
+1,009
+21% +$46.2K 0.11% 58
2023
Q3 		$202K Sell
4,918
-1,495
-23% -$70.4K 0.08% 77
2023
Q2 		$304K Buy
+6,413
New +$262K 0.11% 62
2022
Q2 		– Sell
-9,905
Closed -$630K – 81
2022
Q1 		$630K Buy
+9,905
New +$614K 0.26% 36
2021
Q4 		– Sell
-7,900
Closed -$449K – 83
2021
Q3 		$449K Sell
7,900
-2
-0% -$124 0.21% 40
2021
Q2 		$448K Buy
7,902
+182
+2% +$9.55K 0.21% 39
2021
Q1 		$348K Buy
7,720
+4,496
+139% +$188K 0.16% 50
2020
Q4 		$119K Buy
3,224
+1,004
+45% +$33K 0.05% 109
2020
Q3 		$62K Hold
2,220
– – 0.03% 136
2020
Q2 		$49K Buy
+2,220
New +$43.2K 0.03% 145
2019
Q4 		– Sell
-8,156
Closed -$225K – 74
2019
Q3 		$225K Buy
8,156
+12
+0.1% +$329 0.15% 64
2019
Q2 		$220K Sell
8,144
-2,000
-20% -$51.6K 0.14% 65
2019
Q1 		$250K Buy
+10,144
New +$224K 0.17% 57
2018
Q4 		– Sell
-8,106
Closed -$232K – 79
2018
Q3 		$232K Buy
+8,106
New +$218K 0.15% 64
2018
Q1 		– Sell
-13,938
Closed -$326K – 74
2017
Q4 		$326K Hold
13,938
– – 0.22% 54
2017
Q3 		$271K Hold
13,938
– – 0.19% 56
2017
Q2 		$254K Buy
+13,938
New +$234K 0.17% 57

Other funds holding UPRO

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return
RAM
Revere Asset Management Dallas, Texas $195M AUM 80.44% 1-Year Est. Return
VPW
Variant Private Wealth Tysons, Virginia $82.6M AUM 23.52% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

MPS Loria Financial Planners's UPRO Position: Q4 2024 in Review

MPS Loria Financial Planners sold out of ProShares UltraPro S&P 500 (UPRO) in Q4 2024, closing a stake of 5,950 shares — an estimated $513K sold.

MPS Loria Financial Planners first reported a position in UPRO in Q2 2017 and held it in 20 quarters. The position peaked at $630K in Q1 2022. 114 funds tracked by Wall St. Rank hold UPRO as of Q4 2024.

  • MPS Loria Financial Planners reported no remaining ProShares UltraPro S&P 500 position as of Q4 2024 after selling out during the quarter.
  • MPS Loria Financial Planners sold 5,950 ProShares UltraPro S&P 500 shares in Q4 2024, an estimated $513K.
  • MPS Loria Financial Planners first reported a position in ProShares UltraPro S&P 500 in Q2 2017 and held it in 20 quarters.
  • MPS Loria Financial Planners's ProShares UltraPro S&P 500 position peaked at $630K in Q1 2022.
  • 114 funds tracked by Wall St. Rank held ProShares UltraPro S&P 500 as of Q4 2024.

Based on MPS Loria Financial Planners's 13F filing for Q4 2024, filed 14 Jan 2025.