StoneX Group’s UPAR Ultra Risk Parity ETF UPAR Stock Holding History

StoneX Group’s Portfolio UPAR Stock Details UPAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-73,043	Closed	-$1.08M	–	935
2024 Q3	$1.08M	Sell	73,043 -106,750	-59%	-$1.51M	0.08%	208
2024 Q2	$2.43M	Buy	+179,793	New	+$2.44M	0.19%	93

Other funds holding UPAR

Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

MPW

Magnolia Private Wealth Philadelphia, Pennsylvania $182M AUM 21.95% 1-Year Est. Return

Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return

StoneX Group's UPAR Position: Q4 2024 in Review

StoneX Group sold out of UPAR Ultra Risk Parity ETF (UPAR) in Q4 2024, closing a stake of 73,043 shares — an estimated $1.08M sold.

StoneX Group first reported a position in UPAR in Q2 2024 and held it in 2 quarters. The position peaked at $2.43M in Q2 2024. 6 funds tracked by Wall St. Rank hold UPAR as of Q4 2024.

StoneX Group reported no remaining UPAR Ultra Risk Parity ETF position as of Q4 2024 after selling out during the quarter.
StoneX Group sold 73,043 UPAR Ultra Risk Parity ETF shares in Q4 2024, an estimated $1.08M.
StoneX Group first reported a position in UPAR Ultra Risk Parity ETF in Q2 2024 and held it in 2 quarters.
StoneX Group's UPAR Ultra Risk Parity ETF position peaked at $2.43M in Q2 2024.
6 funds tracked by Wall St. Rank held UPAR Ultra Risk Parity ETF as of Q4 2024.

Based on StoneX Group's 13F filing for Q4 2024, filed 12 Feb 2025.