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

AE 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 Q1	$7.95K	Hold	82	–	–	﹤0.01%	2307
2025 Q4	$9.49K	Hold	82	–	–	﹤0.01%	2144
2025 Q3	$9.14K	Sell	82 -2	-2%	-$201	﹤0.01%	2006
2025 Q2	$7.68K	Sell	84 -192	-70%	-$14.3K	﹤0.01%	1909
2025 Q1	$20.4K	Sell	276 -368	-57%	-$32.3K	﹤0.01%	1736
2024 Q4	$57.1K	Buy	+644	New	+$58.9K	﹤0.01%	1537
2019 Q3	–	Sell	-9,656	Closed	-$261K	–	1071
2019 Q2	$261K	Buy	+9,656	New	+$249K	0.01%	804

Other funds holding UPRO

RAM

Revere Asset Management Dallas, Texas $195M AUM 80.44% 1-Year Est. Return

RCM

Ridgepath Capital Management Knoxville, Tennessee $201M AUM 10.5% 1-Year Est. Return

SFA

Spectrum Financial Alliance Nicholasville, Kentucky $520M AUM 48.03% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MFA

Millington Financial Advisors Naperville, Illinois $237M AUM 22.22% 1-Year Est. Return

AE Wealth Management's UPRO Position: Q1 2026 in Review

AE Wealth Management held its ProShares UltraPro S&P 500 (UPRO) position steady in Q1 2026 at 82 shares worth $7.95K. The position accounts for ﹤0.01% of the portfolio, ranked #2307.

AE Wealth Management first reported a position in UPRO in Q2 2019 and has held it in 7 quarters since. The position peaked at $261K in Q2 2019. 120 funds tracked by Wall St. Rank hold UPRO as of Q1 2026.

AE Wealth Management held 82 shares of ProShares UltraPro S&P 500 worth $7.95K as of Q1 2026.
AE Wealth Management left its ProShares UltraPro S&P 500 share count unchanged in Q1 2026.
ProShares UltraPro S&P 500 made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #2307 holding.
AE Wealth Management first reported a position in ProShares UltraPro S&P 500 in Q2 2019 and has held it in 7 quarters since.
AE Wealth Management's ProShares UltraPro S&P 500 position peaked at $261K in Q2 2019.
120 funds tracked by Wall St. Rank held ProShares UltraPro S&P 500 as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.