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ProShares UltraPro S&P 500 shares owned by Captrust Financial Advisors

Quarter-by-quarter ownership of ProShares UltraPro S&P 500 (UPRO) shares owned by Captrust Financial Advisors from 13F filings

Historical chart of Captrust Financial Advisors investment in ProShares UltraPro S&P 500

Tip: Access up to 7 years of quarterly data

All positions including ProShares UltraPro S&P 500 held by Captrust Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in ProShares UltraPro S&P 500 by Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $205k 1.8k 111.49
2022-06-30 $0 5 0.00
2022-03-31 $1.0k 14 71.43
2021-12-31 $999 7 142.86
2021-09-30 $0 2 0.00

More positions owned by Captrust Financial Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Apple Stock (AAPL)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Microsoft Corp Stock (MSFT)
Vanguard Value Etf (VTV)
Nvidia Corporation Stock (NVDA)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Growth Etf Etf (VUG)
Ishares Core Msci Total International Stock Etf Etf (IXUS)
Ishares 3-7 Year Treasury Bond Etf Etf (IEI)
Vanguard Mega Cap Growth Etf Etf (MGK)
Vanguard Small-cap Etf Etf (VB)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Ishares Core Msci Emerging Market Etf Etf (IEMG)

View all positions for Captrust Financial Advisors

Top funds holding ProShares UltraPro S&P 500

Citadel Advisors
Potomac Fund Management
Jane Street
Susquehanna International
Howard Capital Management
Assetmark
Ridgepath Capital Management
Axxcess Wealth Management
Revere Asset Management
Spectrum Financial Alliance
Main Street Group
Diversified Trust Company
UBS Group
Tower Research Capital
Creative Planning

View all funds holding ProShares UltraPro S&P 500