Steward Partners Investment Advisory’s ProShares UltraPro S&P 500 UPRO Stock Holding History

Steward Partners Investment 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
2024 Q4	–	Sell	-230	Closed	-$19.8K	–	4101
2024 Q3	$19.8K	Buy	230 +188	+448%	+$14.8K	﹤0.01%	2666
2024 Q2	$3.23K	Hold	42	–	–	﹤0.01%	3171
2024 Q1	$2.96K	Hold	42	–	–	﹤0.01%	3198
2023 Q4	$2.3K	Hold	42	–	–	﹤0.01%	3177
2023 Q3	$1.73K	Hold	42	–	–	﹤0.01%	3101
2023 Q2	$1.99K	Hold	42	–	–	﹤0.01%	3025
2023 Q1	$1.62K	Hold	42	–	–	﹤0.01%	3058
2022 Q4	$1.38K	Hold	42	–	–	﹤0.01%	3089
2022 Q3	$1K	Hold	42	–	–	﹤0.01%	3174
2022 Q2	$1K	Hold	42	–	–	﹤0.01%	3174
2022 Q1	$3K	Hold	42	–	–	﹤0.01%	3045
2021 Q4	$3K	Buy	+42	New	+$2.91K	﹤0.01%	2973

Other funds holding UPRO

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return

RAM

Revere Asset Management Dallas, Texas $195M AUM 80.44% 1-Year Est. Return

VPW

Variant Private Wealth Tysons, Virginia $82.6M AUM 23.52% 1-Year Est. Return

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Steward Partners Investment Advisory's UPRO Position: Q4 2024 in Review

Steward Partners Investment Advisory sold out of ProShares UltraPro S&P 500 (UPRO) in Q4 2024, closing a stake of 230 shares — an estimated $19.8K sold.

Steward Partners Investment Advisory first reported a position in UPRO in Q4 2021 and held it in 12 quarters. The position peaked at $19.8K in Q3 2024. 114 funds tracked by Wall St. Rank hold UPRO as of Q4 2024.

Steward Partners Investment Advisory reported no remaining ProShares UltraPro S&P 500 position as of Q4 2024 after selling out during the quarter.
Steward Partners Investment Advisory sold 230 ProShares UltraPro S&P 500 shares in Q4 2024, an estimated $19.8K.
Steward Partners Investment Advisory first reported a position in ProShares UltraPro S&P 500 in Q4 2021 and held it in 12 quarters.
Steward Partners Investment Advisory's ProShares UltraPro S&P 500 position peaked at $19.8K in Q3 2024.
114 funds tracked by Wall St. Rank held ProShares UltraPro S&P 500 as of Q4 2024.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2024, filed 6 Feb 2025.