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

Cumberland Advisors Sarasota, Florida $255M AUM 23.24% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return

Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return

F3Logic Burnsville, Minnesota $476M AUM 16.57% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return