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

Valeo 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
2019 Q3	–	Sell	-1,994	Closed	-$56K	–	1677
2019 Q2	$56K	Buy	+1,994	New	+$51.4K	0.01%	564
2018 Q2	–	Sell	-6	Closed	–	–	1757
2018 Q1	$0	Buy	+6	New	+$148	﹤0.01%	1606

Other funds holding UPRO

Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return

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

WAM

Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

MVP

Miller Value Partners Sarasota, Florida $423M AUM 49.14% 1-Year Est. Return

ATPW

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

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Edgestream Partners Princeton, New Jersey $3.37B AUM 20.71% 1-Year Est. Return

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

Valeo Financial Advisors's UPRO Position: Q3 2019 in Review

Valeo Financial Advisors sold out of ProShares UltraPro S&P 500 (UPRO) in Q3 2019, closing a stake of 1,994 shares — an estimated $56K sold.

Valeo Financial Advisors first reported a position in UPRO in Q1 2018 and held it in 2 quarters. The position peaked at $56K in Q2 2019. 53 funds tracked by Wall St. Rank hold UPRO as of Q3 2019.

Valeo Financial Advisors reported no remaining ProShares UltraPro S&P 500 position as of Q3 2019 after selling out during the quarter.
Valeo Financial Advisors sold 1,994 ProShares UltraPro S&P 500 shares in Q3 2019, an estimated $56K.
Valeo Financial Advisors first reported a position in ProShares UltraPro S&P 500 in Q1 2018 and held it in 2 quarters.
Valeo Financial Advisors's ProShares UltraPro S&P 500 position peaked at $56K in Q2 2019.
53 funds tracked by Wall St. Rank held ProShares UltraPro S&P 500 as of Q3 2019.

Based on Valeo Financial Advisors's 13F filing for Q3 2019, filed 15 Oct 2019.