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Patriot Financial Group Insurance Agency’s ProShares UltraPro S&P 500 UPRO Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q3 		– Sell
-400
Closed -$14K – 1857
2022
Q2 		$14K Hold
400
– – ﹤0.01% 1142
2022
Q1 		$25K Hold
400
– – ﹤0.01% 1010
2021
Q4 		$31K Hold
400
– – 0.01% 1051
2021
Q3 		$23K Hold
400
– – ﹤0.01% 1162
2021
Q2 		$23K Hold
400
– – ﹤0.01% 1125
2021
Q1 		$18K Hold
400
– – ﹤0.01% 1152
2020
Q4 		$15K Hold
400
– – ﹤0.01% 1089
2020
Q3 		$11K Hold
400
– – ﹤0.01% 1017
2020
Q2 		$9K Sell
400
-1,200
-75% -$23.3K ﹤0.01% 1016
2020
Q1 		$22K Buy
+1,600
New +$47.7K 0.01% 643

Other funds holding UPRO

CA
Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
PA
Paragon Advisors College Station, Texas $476M AUM 31.93% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
DS
DRW Securities Chicago, Illinois $7.21B AUM 20.54% 1-Year Est. Return
F
F3Logic Burnsville, Minnesota $476M AUM 16.57% 1-Year Est. Return

Patriot Financial Group Insurance Agency's UPRO Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of ProShares UltraPro S&P 500 (UPRO) in Q3 2022, closing a stake of 400 shares — an estimated $14K sold.

Patriot Financial Group Insurance Agency first reported a position in UPRO in Q1 2020 and held it in 10 quarters. The position peaked at $31K in Q4 2021. 65 funds tracked by Wall St. Rank hold UPRO as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining ProShares UltraPro S&P 500 position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 400 ProShares UltraPro S&P 500 shares in Q3 2022, an estimated $14K.
  • Patriot Financial Group Insurance Agency first reported a position in ProShares UltraPro S&P 500 in Q1 2020 and held it in 10 quarters.
  • Patriot Financial Group Insurance Agency's ProShares UltraPro S&P 500 position peaked at $31K in Q4 2021.
  • 65 funds tracked by Wall St. Rank held ProShares UltraPro S&P 500 as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.