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WR Wealth Planners’s ProShares UltraPro S&P 500 UPRO Stock Holding History

WR Wealth Planners’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
2024
Q4 		$8.18K Hold
92
– – ﹤0.01% 623
2024
Q3 		$7.91K Buy
92
+1
+1% +$79 ﹤0.01% 666
2024
Q2 		$7.03K Hold
91
– – ﹤0.01% 662
2024
Q1 		$6.46K Buy
+91
New +$5.62K ﹤0.01% 675

Other funds holding UPRO

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return
RAM
Revere Asset Management Dallas, Texas $195M AUM 80.44% 1-Year Est. Return
VPW
Variant Private Wealth Tysons, Virginia $82.6M AUM 23.52% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

WR Wealth Planners's UPRO Position: Q4 2024 in Review

WR Wealth Planners held its ProShares UltraPro S&P 500 (UPRO) position steady in Q4 2024 at 92 shares worth $8.18K. The position accounts for ﹤0.01% of the portfolio, ranked #623.

WR Wealth Planners first reported a position in UPRO in Q1 2024 and has held it in 4 quarters since. 114 funds tracked by Wall St. Rank hold UPRO as of Q4 2024.

  • WR Wealth Planners held 92 shares of ProShares UltraPro S&P 500 worth $8.18K as of Q4 2024.
  • WR Wealth Planners left its ProShares UltraPro S&P 500 share count unchanged in Q4 2024.
  • ProShares UltraPro S&P 500 made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #623 holding.
  • WR Wealth Planners first reported a position in ProShares UltraPro S&P 500 in Q1 2024 and has held it in 4 quarters since.
  • 114 funds tracked by Wall St. Rank held ProShares UltraPro S&P 500 as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.