Abound Wealth Management’s ProShares UltraPro S&P 500 UPRO Stock Holding History

Abound Wealth Management’s Portfolio UPRO Stock Details UPRO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$851	Hold	6	–	–	﹤0.01%	843
2026 Q1	$582	Hold	6	–	–	﹤0.01%	1043
2025 Q4	$695	Hold	6	–	–	﹤0.01%	930
2025 Q3	$669	Hold	6	–	–	﹤0.01%	905
2025 Q2	$549	Hold	6	–	–	﹤0.01%	851
2025 Q1	$444	Hold	6	–	–	﹤0.01%	828
2024 Q4	$532	Hold	6	–	–	﹤0.01%	792
2024 Q3	$518	Hold	6	–	–	﹤0.01%	871
2024 Q2	$462	Hold	6	–	–	﹤0.01%	848
2024 Q1	$424	Hold	6	–	–	﹤0.01%	956
2023 Q4	$329	Hold	6	–	–	﹤0.01%	1119
2023 Q3	$248	Hold	6	–	–	﹤0.01%	1068
2023 Q2	$285	Hold	6	–	–	﹤0.01%	1072
2023 Q1	$232	Hold	6	–	–	﹤0.01%	693
2022 Q4	$197	Hold	6	–	–	﹤0.01%	695
2022 Q3	$171	Buy	+6	New	+$241	﹤0.01%	713

Other funds holding UPRO

MSG

Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

EMAM

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

DeDora Capital Napa, California $460M AUM 25.48% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Westmount Partners Los Angeles, California $457M AUM 31.05% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

AFA

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Abound Wealth Management's UPRO Position: Q2 2026 in Review

Abound Wealth Management held its ProShares UltraPro S&P 500 (UPRO) position steady in Q2 2026 at 6 shares worth $851. The position accounts for ﹤0.01% of the portfolio, ranked #843.

Abound Wealth Management first reported a position in UPRO in Q3 2022 and has held it in 16 quarters since. 23 funds tracked by Wall St. Rank hold UPRO as of Q2 2026.

Abound Wealth Management held 6 shares of ProShares UltraPro S&P 500 worth $851 as of Q2 2026.
Abound Wealth Management left its ProShares UltraPro S&P 500 share count unchanged in Q2 2026.
ProShares UltraPro S&P 500 made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #843 holding.
Abound Wealth Management first reported a position in ProShares UltraPro S&P 500 in Q3 2022 and has held it in 16 quarters since.
23 funds tracked by Wall St. Rank held ProShares UltraPro S&P 500 as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.