Summit Trail Advisors’s ProShares UltraPro S&P 500 UPRO Stock Holding History

Summit Trail Advisors’s Portfolio UPRO Stock Details UPRO Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$281K	Buy
2018 Q4	–	Sell
2018 Q3	$102K	Hold
2018 Q2	$84K	Buy
2018 Q1	–	Sell
2017 Q4	$99K	Buy