World Investment 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 | $845K | Buy |
9,231
+2,677
| +41% | +$245K | 0.02% | 559 |
|
|
2025
Q1 | $485K | Buy |
6,554
+1,889
| +40% | +$140K | 0.01% | 696 |
|
|
2024
Q4 | $414K | Hold |
4,665
| – | – | 0.01% | 710 |
|
|
2024
Q3 | $402K | Sell |
4,665
-2,425
| -34% | -$209K | 0.01% | 641 |
|
|
2024
Q2 | $545K | Buy |
+7,090
| New | +$545K | 0.03% | 383 |
|
|
2024
Q1 | – | Sell |
-9,880
| Closed | -$541K | – | 474 |
|
|
2023
Q4 | $541K | Sell |
9,880
-135
| -1% | -$7.39K | 0.07% | 210 |
|
|
2023
Q3 | $412K | Sell |
10,015
-680
| -6% | -$28K | 0.08% | 160 |
|
|
2023
Q2 | $507K | Sell |
10,695
-2,525
| -19% | -$120K | 0.1% | 135 |
|
|
2023
Q1 | $510K | Buy |
13,220
+3,945
| +43% | +$152K | 0.11% | 133 |
|
|
2022
Q4 | $304K | Sell |
9,275
-4,945
| -35% | -$162K | 0.07% | 173 |
|
|
2022
Q3 | $404K | Buy |
14,220
+8,810
| +163% | +$250K | 0.1% | 153 |
|
|
2022
Q2 | $246K | Buy |
+5,410
| New | +$246K | 0.05% | 218 |
|