ProShares UltraPro S&P 500 shares owned by WMG Financial Advisors
Quarter-by-quarter ownership of ProShares UltraPro S&P 500 (UPRO) shares owned by WMG Financial Advisors
from 13F filings
Historical chart of WMG Financial Advisors investment in ProShares UltraPro S&P 500
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All positions including ProShares UltraPro S&P 500 held by WMG 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 WMG Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $626k | 7.3k | 86.19 |
| 2024-06-30 | $558k | 7.3k | 76.84 |
| 2024-03-31 | $513k | 7.3k | 70.55 |
| 2023-12-31 | $398k | 7.3k | 54.74 |
| 2023-09-30 | $299k | 7.3k | 41.17 |
| 2023-06-30 | $344k | 7.3k | 47.38 |
| 2023-03-31 | $280k | 7.3k | 38.57 |
| 2022-12-31 | $238k | 7.3k | 32.77 |
| 2022-09-30 | $206k | 7.3k | 28.35 |
| 2022-06-30 | $253k | 7.3k | 34.82 |
| 2022-03-31 | $462k | 7.3k | 63.58 |
| 2021-12-31 | $554k | 3.6k | 152.49 |