Plotkin Financial Advisors’s ProShares UltraPro S&P 500 UPRO Stock Holding History

Plotkin Financial 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 Q1	–	Sell	-6,337	Closed	-$347K	–	96
2023 Q4	$347K	Buy	6,337 +1,150	+22%	+$52.7K	0.26%	57
2023 Q3	$214K	Sell	5,187 -1,116	-18%	-$52.5K	0.19%	68
2023 Q2	$299K	Sell	6,303 -2,623	-29%	-$107K	0.25%	60
2023 Q1	$344K	Hold	8,926	–	–	0.32%	50
2022 Q4	$293K	Sell	8,926 -2,352	-21%	-$80.3K	0.3%	52
2022 Q3	$320K	Buy	11,278 +3,383	+43%	+$136K	0.32%	50
2022 Q2	$275K	Sell	7,895 -6,356	-45%	-$296K	0.26%	57
2022 Q1	$907K	Buy	14,251 +4,765	+50%	+$295K	0.63%	29
2021 Q4	$724K	Buy	9,486 +1,420	+18%	+$98.3K	0.46%	38
2021 Q3	$459K	Buy	+8,066	New	+$498K	0.27%	58
2021 Q2	–	Sell	-6,320	Closed	-$285K	–	104
2021 Q1	$285K	Buy	+6,320	New	+$264K	0.17%	58

Other funds holding UPRO

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

HCS

Himension Capital (Singapore) Singapore $1.63B AUM 148.03% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

DVF

Discovery Value Fund Singapore $39.8M AUM 27.89% 1-Year Est. Return

Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Plotkin Financial Advisors's UPRO Position: Q1 2024 in Review

Plotkin Financial Advisors sold out of ProShares UltraPro S&P 500 (UPRO) in Q1 2024, closing a stake of 6,337 shares — an estimated $347K sold.

Plotkin Financial Advisors first reported a position in UPRO in Q1 2021 and held it in 11 quarters. The position peaked at $907K in Q1 2022. 99 funds tracked by Wall St. Rank hold UPRO as of Q1 2024.

Plotkin Financial Advisors reported no remaining ProShares UltraPro S&P 500 position as of Q1 2024 after selling out during the quarter.
Plotkin Financial Advisors sold 6,337 ProShares UltraPro S&P 500 shares in Q1 2024, an estimated $347K.
Plotkin Financial Advisors first reported a position in ProShares UltraPro S&P 500 in Q1 2021 and held it in 11 quarters.
Plotkin Financial Advisors's ProShares UltraPro S&P 500 position peaked at $907K in Q1 2022.
99 funds tracked by Wall St. Rank held ProShares UltraPro S&P 500 as of Q1 2024.

Based on Plotkin Financial Advisors's 13F filing for Q1 2024, filed 15 Nov 2024.