SFA
Spectrum Financial Alliance’s ProShares UltraPro S&P 500 UPRO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $8.23M | Buy |
83,958
+54,541
| +185% | +$5.35M | 2.22% | 11 |
|
2025
Q1 | $2.17M | Buy |
+29,417
| New | +$2.17M | 0.71% | 12 |
|
2021
Q1 | – | Sell |
-231,855
| Closed | -$17.8M | – | 14 |
|
2020
Q4 | $17.8M | Buy |
231,855
+44,140
| +24% | +$3.39M | 10.12% | 5 |
|
2020
Q3 | $10.5M | Buy |
187,715
+180,881
| +2,647% | +$10.1M | 7.2% | 7 |
|
2020
Q2 | $303K | Buy |
+6,834
| New | +$303K | 0.23% | 13 |
|