Advertisement
Screener

CPR Investments Inc. Historic Quarter Change: USA Funds, Added

CPR Investments Inc. historic quarter change: USA Funds, Added

In funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, CPR Investments Inc. opened 2 positions, added to 2, reduced 0 and sold out of 2.

  • Q1 2025: Stock INVESTMENT MANAGERS SER TR I; Country of operation United States; Class TRADR 2X LNG SPY; Shares before 144,121.
  • Q1 2025: Stock INVESTMENT MANAGERS SER TR I; Country of operation United States; Class TRADR 2X LNG TRI; Shares before 245,870.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1775053), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-15); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-16); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-14); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-14); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-22); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-10); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-14); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-16); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-19); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-19). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2021-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q1 2025INVESTMENT MANAGERS SER TR I
CUSIP 46144X230
United StatesTRADR 2X LNG SPY144,121190,626+46,505$3,703,918$4,378,689+$674,7712025-04-10
Q1 2025INVESTMENT MANAGERS SER TR I
CUSIP 46144X149
United StatesTRADR 2X LNG TRI245,870311,241+65,371$6,616,206$6,837,973+$221,7672025-04-10

Similar Firms

Firm NameCountry13F ValueHoldings
THOMPSON DAVIS & CO., INC.United States$0.150B141
Piedmont Capital Management, LLC/NCUnited States$0.150B119
Phil A. Younker & Associates, Ltd.United States$0.150B36
Lakeside Advisors, INC.United States$0.150B65
Genesis Wealth Advisors, LLCUnited States$0.150B64
FLOYD FINANCIAL GROUP LLCUnited States$0.150B68
Magnolia Private Wealth, LLCUnited States$0.150B134
VERITY Wealth AdvisorsUnited States$0.150B81
Gordian Advisors LLCUnited States$0.150B55
THRYVE WEALTH MANAGEMENT LLCUnited States$0.150B43