Steward Financial Group’s ProShares UltraPro S&P 500 UPRO Stock Holding History

Steward Financial Group’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 Q3	$3K	Buy	+90	New	+$4.24K	﹤0.01%	891
2023 Q1	–	Sell	-90	Closed	-$13K	–	916
2022 Q4	$13K	Buy	+90	New	+$3.07K	0.01%	131
2022 Q2	–	Sell	-90	Closed	-$5K	–	1386
2022 Q1	$5K	Hold	90	–	–	﹤0.01%	243
2021 Q4	$6K	Buy	+90	New	+$6.23K	0.01%	176

Other funds holding UPRO

Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return

PWM

Prosperity Wealth Management San Ramon, California $300M AUM 28.11% 1-Year Est. Return

MVP

Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

XR Securities Chicago, Illinois $5.35M AUM 26.1% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Steward Financial Group's UPRO Position: Q3 2023 in Review

Steward Financial Group opened a new position in ProShares UltraPro S&P 500 (UPRO) in Q3 2023: 90 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #891 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in UPRO as recently as Q4 2022.

Steward Financial Group first reported a position in UPRO in Q4 2021 and has held it in 4 quarters since. The position peaked at $13K in Q4 2022. 95 funds tracked by Wall St. Rank hold UPRO as of Q3 2023.

Steward Financial Group held 90 shares of ProShares UltraPro S&P 500 worth $3K as of Q3 2023.
ProShares UltraPro S&P 500 was a new Steward Financial Group position in Q3 2023.
ProShares UltraPro S&P 500 made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #891 holding.
Steward Financial Group first reported a position in ProShares UltraPro S&P 500 in Q4 2021 and has held it in 4 quarters since.
Steward Financial Group's ProShares UltraPro S&P 500 position peaked at $13K in Q4 2022.
95 funds tracked by Wall St. Rank held ProShares UltraPro S&P 500 as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.