Private Wealth Advisors (Pennsylvania)’s ProShares UltraPro S&P 500 UPRO Stock Holding History

Private Wealth Advisors (Pennsylvania)’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
2019 Q2	–	Sell	-29,400	Closed	-$724K	–	137
2019 Q1	$724K	Hold	29,400	–	–	0.27%	85
2018 Q4	$511K	Buy	29,400 +20,380	+226%	+$458K	0.22%	95
2018 Q3	$258K	Buy	+9,020	New	+$243K	0.1%	121

Other funds holding UPRO

MVP

Miller Value Partners Sarasota, Florida $423M AUM 49.14% 1-Year Est. Return

TSS

Two Sigma Securities New York $1.16B AUM 36.23% 1-Year Est. Return

ATPW

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

BCA

Bray Capital Advisors Naples, Florida $370M AUM 24.99% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Private Wealth Advisors (Pennsylvania)'s UPRO Position: Q2 2019 in Review

Private Wealth Advisors (Pennsylvania) sold out of ProShares UltraPro S&P 500 (UPRO) in Q2 2019, closing a stake of 29,400 shares — an estimated $724K sold.

Private Wealth Advisors (Pennsylvania) first reported a position in UPRO in Q3 2018 and held it in 3 quarters. The position peaked at $724K in Q1 2019. 50 funds tracked by Wall St. Rank hold UPRO as of Q2 2019.

Private Wealth Advisors (Pennsylvania) reported no remaining ProShares UltraPro S&P 500 position as of Q2 2019 after selling out during the quarter.
Private Wealth Advisors (Pennsylvania) sold 29,400 ProShares UltraPro S&P 500 shares in Q2 2019, an estimated $724K.
Private Wealth Advisors (Pennsylvania) first reported a position in ProShares UltraPro S&P 500 in Q3 2018 and held it in 3 quarters.
Private Wealth Advisors (Pennsylvania)'s ProShares UltraPro S&P 500 position peaked at $724K in Q1 2019.
50 funds tracked by Wall St. Rank held ProShares UltraPro S&P 500 as of Q2 2019.

Based on Private Wealth Advisors (Pennsylvania)'s 13F filing for Q2 2019, filed 7 Aug 2019.