SHIM
UPRO icon

Stone House Investment Management’s ProShares UltraPro S&P 500 UPRO Stock Holding History

Stone House Investment Management’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
2025
Q1 		– Sell
-11,220
Closed -$995K – 438
2024
Q4 		$995K Sell
11,220
-2,011
-15% -$184K 0.25% 30
2024
Q3 		$1.14M Buy
+13,231
New +$1.04M 0.24% 28
2024
Q2 		– Sell
-14,877
Closed -$1.05M – 435
2024
Q1 		$1.05M Buy
14,877
+1,491
+11% +$92.1K 0.25% 31
2023
Q4 		$733K Sell
13,386
-3,929
-23% -$180K 0.25% 28
2023
Q3 		$713K Buy
+17,315
New +$815K 0.25% 28
2023
Q2 		– Sell
-19,498
Closed -$752K – 362
2023
Q1 		$752K Buy
19,498
+3,636
+23% +$132K 0.25% 24
2022
Q4 		$520K Buy
+15,862
New +$542K 0.19% 30
2022
Q2 		– Sell
-14,283
Closed -$909K – 52
2022
Q1 		$909K Sell
14,283
-55
-0.4% -$3.41K 0.31% 23
2021
Q4 		$1.09M Sell
14,338
-2,676
-16% -$185K 0.37% 23
2021
Q3 		$965K Hold
17,014
– – 0.38% 24
2021
Q2 		$965K Buy
+17,014
New +$893K 0.38% 24
2020
Q4 		– Sell
-15,360
Closed -$429K – 42
2020
Q3 		$429K Buy
+15,360
New +$419K 0.17% 35
2020
Q1 		– Sell
-7,040
Closed -$246K – 42
2019
Q4 		$246K Buy
+7,040
New +$216K 0.18% 23
2019
Q2 		– Sell
-1,904
Closed -$47K – 195
2019
Q1 		$47K Buy
+1,904
New +$42K 0.02% 95

Other funds holding UPRO

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
SFA
Spectrum Financial Alliance Nicholasville, Kentucky $679M AUM 83.74% 1-Year Est. Return

Stone House Investment Management's UPRO Position: Q1 2025 in Review

Stone House Investment Management sold out of ProShares UltraPro S&P 500 (UPRO) in Q1 2025, closing a stake of 11,220 shares — an estimated $995K sold.

Stone House Investment Management first reported a position in UPRO in Q1 2019 and held it in 14 quarters. The position peaked at $1.14M in Q3 2024. 96 funds tracked by Wall St. Rank hold UPRO as of Q1 2025.

  • Stone House Investment Management reported no remaining ProShares UltraPro S&P 500 position as of Q1 2025 after selling out during the quarter.
  • Stone House Investment Management sold 11,220 ProShares UltraPro S&P 500 shares in Q1 2025, an estimated $995K.
  • Stone House Investment Management first reported a position in ProShares UltraPro S&P 500 in Q1 2019 and held it in 14 quarters.
  • Stone House Investment Management's ProShares UltraPro S&P 500 position peaked at $1.14M in Q3 2024.
  • 96 funds tracked by Wall St. Rank held ProShares UltraPro S&P 500 as of Q1 2025.

Based on Stone House Investment Management's 13F filing for Q1 2025, filed 13 May 2025.