SW
UPRO icon

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

SteelPeak Wealth’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
2023
Q1 		– Sell
-30,000
Closed -$983K – 467
2022
Q4 		$983K Buy
+30,000
New +$1.02M 0.07% 173

Other funds holding UPRO

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
MVP
Miller Value Partners Sarasota, Florida $423M AUM 49.14% 1-Year Est. Return
PWM
Prosperity Wealth Management San Ramon, California $300M AUM 28.11% 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
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
DS
DRW Securities Chicago, Illinois $4.11B AUM 21.98% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

SteelPeak Wealth's UPRO Position: Q1 2023 in Review

SteelPeak Wealth sold out of ProShares UltraPro S&P 500 (UPRO) in Q1 2023, closing a stake of 30,000 shares — an estimated $983K sold.

SteelPeak Wealth first reported a position in UPRO in Q4 2022 and held it in 1 quarter. The position peaked at $983K in Q4 2022. 84 funds tracked by Wall St. Rank hold UPRO as of Q1 2023.

  • SteelPeak Wealth reported no remaining ProShares UltraPro S&P 500 position as of Q1 2023 after selling out during the quarter.
  • SteelPeak Wealth sold 30,000 ProShares UltraPro S&P 500 shares in Q1 2023, an estimated $983K.
  • SteelPeak Wealth first reported a position in ProShares UltraPro S&P 500 in Q4 2022 and held it in 1 quarter.
  • SteelPeak Wealth's ProShares UltraPro S&P 500 position peaked at $983K in Q4 2022.
  • 84 funds tracked by Wall St. Rank held ProShares UltraPro S&P 500 as of Q1 2023.

Based on SteelPeak Wealth's 13F filing for Q1 2023, filed 8 May 2023.