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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 – 4102
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
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
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
QC
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
Simplex Trading Chicago, Illinois $3.23B AUM 62.07% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $4.96B AUM 31.83% 1-Year Est. Return