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ProShares UltraPro S&P 500 shares owned by Summit Trail Advisors

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

Historical chart of Summit Trail 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 Summit Trail 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 Summit Trail Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $281k 2.5k 111.49
2018-09-30 $102k 1.8k 57.05
2018-06-30 $84k 1.8k 46.98
2018-03-31 $84k 84k 0.99
2017-12-31 $99k 596 166.11

More positions owned by Summit Trail Advisors

Wisdomtree Tr Floatng Rat Trea (USFR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Broadcom (AVGO)
Ishares Tr 3yrtb Etf (ISHG)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Apple (AAPL)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Amphenol Corp Cl A (APH)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Rus 1000 Grw Etf (IWF)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Summit Trail 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