MCM
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MV Capital Management’s ProShares UltraPro S&P 500 UPRO Stock Holding History

MV Capital 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
2021
Q4 		– Sell
-456
Closed -$26K – 728
2021
Q3 		$26K Buy
+456
New +$28.2K ﹤0.01% 278

Other funds holding UPRO

CA
Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $423M AUM 49.14% 1-Year Est. Return
CI
CPR Investments Rochester, Michigan $130M AUM 29.56% 1-Year Est. Return
F
F3Logic Burnsville, Minnesota $476M AUM 16.57% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return

MV Capital Management's UPRO Position: Q4 2021 in Review

MV Capital Management sold out of ProShares UltraPro S&P 500 (UPRO) in Q4 2021, closing a stake of 456 shares — an estimated $26K sold.

MV Capital Management first reported a position in UPRO in Q3 2021 and held it in 1 quarter. The position peaked at $26K in Q3 2021. 89 funds tracked by Wall St. Rank hold UPRO as of Q4 2021.

  • MV Capital Management reported no remaining ProShares UltraPro S&P 500 position as of Q4 2021 after selling out during the quarter.
  • MV Capital Management sold 456 ProShares UltraPro S&P 500 shares in Q4 2021, an estimated $26K.
  • MV Capital Management first reported a position in ProShares UltraPro S&P 500 in Q3 2021 and held it in 1 quarter.
  • MV Capital Management's ProShares UltraPro S&P 500 position peaked at $26K in Q3 2021.
  • 89 funds tracked by Wall St. Rank held ProShares UltraPro S&P 500 as of Q4 2021.

Based on MV Capital Management's 13F filing for Q4 2021, filed 2 Feb 2022.