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RPg Family Wealth Advisory’s ProShares UltraPro S&P 500 UPRO Stock Holding History

RPg Family Wealth Advisory’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
Q2 		– Sell
-365
Closed -$23.2K – 305
2022
Q1 		$23.2K Sell
365
-165
-31% -$10.2K 0.01% 201
2021
Q4 		$40.4K Buy
530
+330
+165% +$22.8K 0.02% 178
2021
Q3 		$11.4K Hold
200
– – ﹤0.01% 268
2021
Q2 		$11.3K Buy
+200
New +$10.5K ﹤0.01% 267

Other funds holding UPRO

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
CA
Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
PA
Paragon Advisors College Station, Texas $476M AUM 31.93% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
F
F3Logic Burnsville, Minnesota $476M AUM 16.57% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

RPg Family Wealth Advisory's UPRO Position: Q2 2022 in Review

RPg Family Wealth Advisory sold out of ProShares UltraPro S&P 500 (UPRO) in Q2 2022, closing a stake of 365 shares — an estimated $23.2K sold.

RPg Family Wealth Advisory first reported a position in UPRO in Q2 2021 and held it in 4 quarters. The position peaked at $40.4K in Q4 2021. 78 funds tracked by Wall St. Rank hold UPRO as of Q2 2022.

  • RPg Family Wealth Advisory reported no remaining ProShares UltraPro S&P 500 position as of Q2 2022 after selling out during the quarter.
  • RPg Family Wealth Advisory sold 365 ProShares UltraPro S&P 500 shares in Q2 2022, an estimated $23.2K.
  • RPg Family Wealth Advisory first reported a position in ProShares UltraPro S&P 500 in Q2 2021 and held it in 4 quarters.
  • RPg Family Wealth Advisory's ProShares UltraPro S&P 500 position peaked at $40.4K in Q4 2021.
  • 78 funds tracked by Wall St. Rank held ProShares UltraPro S&P 500 as of Q2 2022.

Based on RPg Family Wealth Advisory's 13F filing for Q2 2022, filed 12 Aug 2022.