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United Capital Financial Advisors’s ProShares UltraPro S&P 500 UPRO Stock Holding History

United Capital Financial 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
2021
Q3 		– Sell
-4,242
Closed -$241K – 1245
2021
Q2 		$241K Buy
+4,242
New +$223K ﹤0.01% 1090

Other funds holding UPRO

CA
Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $423M AUM 49.14% 1-Year Est. Return
F
F3Logic Burnsville, Minnesota $476M AUM 16.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

United Capital Financial Advisors's UPRO Position: Q3 2021 in Review

United Capital Financial Advisors sold out of ProShares UltraPro S&P 500 (UPRO) in Q3 2021, closing a stake of 4,242 shares — an estimated $241K sold.

United Capital Financial Advisors first reported a position in UPRO in Q2 2021 and held it in 1 quarter. The position peaked at $241K in Q2 2021. 73 funds tracked by Wall St. Rank hold UPRO as of Q3 2021.

  • United Capital Financial Advisors reported no remaining ProShares UltraPro S&P 500 position as of Q3 2021 after selling out during the quarter.
  • United Capital Financial Advisors sold 4,242 ProShares UltraPro S&P 500 shares in Q3 2021, an estimated $241K.
  • United Capital Financial Advisors first reported a position in ProShares UltraPro S&P 500 in Q2 2021 and held it in 1 quarter.
  • United Capital Financial Advisors's ProShares UltraPro S&P 500 position peaked at $241K in Q2 2021.
  • 73 funds tracked by Wall St. Rank held ProShares UltraPro S&P 500 as of Q3 2021.

Based on United Capital Financial Advisors's 13F filing for Q3 2021, filed 15 Nov 2021.