ProShares UltraPro S&P 500 shares owned by Creative Planning
Quarter-by-quarter ownership of ProShares UltraPro S&P 500 (UPRO) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in ProShares UltraPro S&P 500
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Quarterly reported holdings in ProShares UltraPro S&P 500 by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.8M | 34k | 111.49 |
| 2025-06-30 | $3.3M | 37k | 91.44 |
| 2025-03-31 | $2.4M | 32k | 73.90 |
| 2024-12-31 | $4.8M | 54k | 88.64 |
| 2024-09-30 | $1.0M | 12k | 86.19 |
| 2024-06-30 | $945k | 12k | 76.84 |
| 2024-03-31 | $640k | 9.1k | 70.55 |
| 2023-12-31 | $462k | 8.4k | 54.74 |
| 2023-09-30 | $532k | 13k | 41.17 |
| 2023-06-30 | $565k | 12k | 47.38 |
| 2023-03-31 | $563k | 15k | 38.57 |
| 2022-12-31 | $474k | 15k | 32.77 |
| 2022-09-30 | $410k | 14k | 28.39 |
| 2022-06-30 | $531k | 15k | 34.87 |
| 2022-03-31 | $242k | 3.8k | 63.70 |
| 2021-12-31 | $2.2M | 14k | 152.58 |
| 2021-09-30 | $1.4M | 12k | 113.72 |
| 2020-06-30 | $210k | 4.7k | 44.41 |
| 2019-12-31 | $335k | 4.8k | 70.03 |
| 2019-09-30 | $237k | 4.3k | 55.31 |
| 2019-06-30 | $364k | 6.7k | 54.15 |
| 2019-03-31 | $242k | 4.9k | 49.26 |
| 2018-06-30 | $235k | 5.0k | 46.81 |
| 2017-12-31 | $1.4M | 9.9k | 140.19 |
| 2017-09-30 | $1.1M | 9.7k | 116.49 |
| 2017-06-30 | $1.0M | 9.8k | 103.92 |
| 2017-03-31 | $958k | 10k | 96.04 |
| 2016-12-31 | $828k | 10k | 81.82 |
| 2016-09-30 | $714k | 9.7k | 73.61 |
| 2016-06-30 | $646k | 9.7k | 66.60 |
| 2016-03-31 | $734k | 12k | 63.28 |
| 2015-12-31 | $731k | 12k | 62.61 |
| 2015-09-30 | $26k | 490 | 53.06 |
| 2014-12-31 | $7.0k | 50 | 140.00 |
| 2014-09-30 | $35k | 300 | 116.67 |
| 2014-06-30 | $4.0k | 37 | 108.11 |