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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
IMC Chicago Chicago, Illinois $6.6B AUM 44.93% 1-Year Est. Return
HCS
Himension Capital (Singapore) Singapore $1.3B AUM 85.53% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
HF
HRT Financial New York $26B AUM 58.22% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $32.1B AUM 59.58% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return
DVF
Discovery Value Fund Singapore $34.7M AUM 58.56% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $6.76B AUM 33.9% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return