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Ruedi Wealth Management’s ProShares UltraPro S&P 500 UPRO Stock Holding History

Ruedi Wealth Management’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
-154
Closed -$8.43K – 272
2023
Q4 		$8.43K Sell
154
-110
-42% -$5.04K ﹤0.01% 151
2023
Q3 		$10.9K Hold
264
– – 0.01% 129
2023
Q2 		$12.5K Hold
264
– – 0.01% 131
2023
Q1 		$10.2K Hold
264
– – 0.01% 157
2022
Q4 		$8.65K Buy
+264
New +$9.01K 0.01% 146

Other funds holding UPRO

IMC Chicago
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
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
TI
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
JF
Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Ruedi Wealth Management's UPRO Position: Q1 2024 in Review

Ruedi Wealth Management sold out of ProShares UltraPro S&P 500 (UPRO) in Q1 2024, closing a stake of 154 shares — an estimated $8.43K sold.

Ruedi Wealth Management first reported a position in UPRO in Q4 2022 and held it in 5 quarters. The position peaked at $12.5K in Q2 2023. 99 funds tracked by Wall St. Rank hold UPRO as of Q1 2024.

  • Ruedi Wealth Management reported no remaining ProShares UltraPro S&P 500 position as of Q1 2024 after selling out during the quarter.
  • Ruedi Wealth Management sold 154 ProShares UltraPro S&P 500 shares in Q1 2024, an estimated $8.43K.
  • Ruedi Wealth Management first reported a position in ProShares UltraPro S&P 500 in Q4 2022 and held it in 5 quarters.
  • Ruedi Wealth Management's ProShares UltraPro S&P 500 position peaked at $12.5K in Q2 2023.
  • 99 funds tracked by Wall St. Rank held ProShares UltraPro S&P 500 as of Q1 2024.

Based on Ruedi Wealth Management's 13F filing for Q1 2024, filed 6 May 2024.