SW
UPRO icon

SVB Wealth’s ProShares UltraPro S&P 500 UPRO Stock Holding History

SVB Wealth’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
2023
Q2 		– Sell
-5,352
Closed -$206K – 1007
2023
Q1 		$206K Buy
+5,352
New +$195K ﹤0.01% 875
2022
Q3 		– Sell
-6,052
Closed -$211K – 1014
2022
Q2 		$211K Hold
6,052
– – ﹤0.01% 665
2022
Q1 		$385K Hold
6,052
– – 0.01% 510
2021
Q4 		$462K Hold
6,052
– – 0.01% 461
2021
Q3 		$344K Buy
6,052
+1,140
+23% +$70.4K ﹤0.01% 726
2021
Q2 		$278K Sell
4,912
-1,140
-19% -$59.8K ﹤0.01% 779
2021
Q1 		$273K Hold
6,052
– – ﹤0.01% 728
2020
Q4 		$233K Buy
+6,052
New +$199K ﹤0.01% 703
2020
Q1 		– Sell
-8,352
Closed -$292K – 688
2019
Q4 		$292K Hold
8,352
– – 0.01% 505
2019
Q3 		$231K Hold
8,352
– – ﹤0.01% 467
2019
Q2 		$226K Buy
+8,352
New +$215K 0.01% 479

Other funds holding UPRO

TI
Tidal Investments Milwaukee, Wisconsin $32.1B AUM 59.58% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $6.6B AUM 44.93% 1-Year Est. Return
PWM
Prosperity Wealth Management San Ramon, California $300M AUM 28.11% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $6.76B AUM 33.9% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return