WMG Financial Advisors’s ProShares UltraPro S&P 500 UPRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $664K | Hold |
7,266
| – | – | 0.25% | 61 |
|
|
2025
Q1 | $537K | Hold |
7,266
| – | – | 0.23% | 70 |
|
|
2024
Q4 | $644K | Hold |
7,266
| – | – | 0.28% | 59 |
|
|
2024
Q3 | $626K | Hold |
7,266
| – | – | 0.28% | 55 |
|
|
2024
Q2 | $558K | Hold |
7,266
| – | – | 0.3% | 52 |
|
|
2024
Q1 | $513K | Hold |
7,266
| – | – | 0.29% | 60 |
|
|
2023
Q4 | $398K | Hold |
7,266
| – | – | 0.26% | 70 |
|
|
2023
Q3 | $299K | Hold |
7,266
| – | – | 0.25% | 70 |
|
|
2023
Q2 | $344K | Hold |
7,266
| – | – | 0.25% | 72 |
|
|
2023
Q1 | $280K | Hold |
7,266
| – | – | 0.23% | 74 |
|
|
2022
Q4 | $238K | Hold |
7,266
| – | – | 0.2% | 109 |
|
|
2022
Q3 | $206K | Hold |
7,266
| – | – | 0.19% | 125 |
|
|
2022
Q2 | $253K | Hold |
7,266
| – | – | 0.22% | 105 |
|
|
2022
Q1 | $462K | Hold |
7,266
| – | – | 0.34% | 75 |
|
|
2021
Q4 | $554K | Buy |
+7,266
| New | +$554K | 0.43% | 61 |
|