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Realta Investment Advisors’s ProShares UltraPro S&P 500 UPRO Stock Holding History

Realta Investment 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
2020
Q1 		– Sell
-800
Closed -$26K – 1323
2019
Q4 		$26K Hold
800
– – 0.01% 845
2019
Q3 		$22K Hold
800
– – 0.01% 894
2019
Q2 		$22K Buy
+800
New +$20.6K 0.01% 909

Other funds holding UPRO

HI
Hoey Investments Coatesville, Pennsylvania $774M AUM 27.34% 1-Year Est. Return
CA
Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
TCM
Tuttle Capital Management Riverside, Connecticut $148M AUM 64.07% 1-Year Est. Return
RHBC
R.H. Bluestein & Co Birmingham, Michigan $1.61B AUM 7.59% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Realta Investment Advisors's UPRO Position: Q1 2020 in Review

Realta Investment Advisors sold out of ProShares UltraPro S&P 500 (UPRO) in Q1 2020, closing a stake of 800 shares — an estimated $26K sold.

Realta Investment Advisors first reported a position in UPRO in Q2 2019 and held it in 3 quarters. The position peaked at $26K in Q4 2019. 57 funds tracked by Wall St. Rank hold UPRO as of Q1 2020.

  • Realta Investment Advisors reported no remaining ProShares UltraPro S&P 500 position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 800 ProShares UltraPro S&P 500 shares in Q1 2020, an estimated $26K.
  • Realta Investment Advisors first reported a position in ProShares UltraPro S&P 500 in Q2 2019 and held it in 3 quarters.
  • Realta Investment Advisors's ProShares UltraPro S&P 500 position peaked at $26K in Q4 2019.
  • 57 funds tracked by Wall St. Rank held ProShares UltraPro S&P 500 as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.