Turtle Creek Wealth Advisors’s ProShares UltraPro S&P 500 UPRO Stock Holding History

Turtle Creek Wealth Advisors’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 Q2	–	Sell	-2,024	Closed	-$143K	–	217
2024 Q1	$143K	Buy	2,024 +3	+0.1%	+$185	0.04%	151
2023 Q4	$111K	Buy	+2,021	New	+$92.6K	0.03%	186

Other funds holding UPRO

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

HCS

Himension Capital (Singapore) Singapore $1.63B AUM 148.03% 1-Year Est. Return

RAM

Revere Asset Management Dallas, Texas $261M AUM 104.77% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

SCM

Sollinda Capital Management Miami, Florida $468M AUM 15.7% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

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

Turtle Creek Wealth Advisors's UPRO Position: Q2 2024 in Review

Turtle Creek Wealth Advisors sold out of ProShares UltraPro S&P 500 (UPRO) in Q2 2024, closing a stake of 2,024 shares — an estimated $143K sold.

Turtle Creek Wealth Advisors first reported a position in UPRO in Q4 2023 and held it in 2 quarters. The position peaked at $143K in Q1 2024. 102 funds tracked by Wall St. Rank hold UPRO as of Q2 2024.

Turtle Creek Wealth Advisors reported no remaining ProShares UltraPro S&P 500 position as of Q2 2024 after selling out during the quarter.
Turtle Creek Wealth Advisors sold 2,024 ProShares UltraPro S&P 500 shares in Q2 2024, an estimated $143K.
Turtle Creek Wealth Advisors first reported a position in ProShares UltraPro S&P 500 in Q4 2023 and held it in 2 quarters.
Turtle Creek Wealth Advisors's ProShares UltraPro S&P 500 position peaked at $143K in Q1 2024.
102 funds tracked by Wall St. Rank held ProShares UltraPro S&P 500 as of Q2 2024.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2024, filed 31 Jul 2024.