American Financial Advisors’s ProShares UltraPro S&P 500 UPRO Stock Holding History

American Financial Advisors’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	$845K	Hold	5,957	–	–	0.1%	79
2026 Q1	$578K	Hold	5,957	–	–	0.08%	81
2025 Q4	$690K	Sell	5,957 -85	-1%	-$9.71K	0.09%	75
2025 Q3	$674K	Hold	6,042	–	–	0.09%	79
2025 Q2	$553K	Hold	6,042	–	–	0.08%	85
2025 Q1	$447K	Hold	6,042	–	–	0.06%	86
2024 Q4	$536K	Sell	6,042 -51	-0.8%	-$4.67K	0.08%	77
2024 Q3	$525K	Hold	6,093	–	–	0.07%	76
2024 Q2	$468K	Hold	6,093	–	–	0.07%	83
2024 Q1	$430K	Hold	6,093	–	–	0.06%	90
2023 Q4	$334K	Hold	6,093	–	–	0.05%	100
2023 Q3	$251K	Buy	+6,093	New	+$287K	0.04%	114

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

FFA

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

HPBT

Hickory Point Bank & Trust Decatur, Illinois $165M AUM 27.01% 1-Year Est. Return

American Financial Advisors's UPRO Position: Q2 2026 in Review

American Financial Advisors held its ProShares UltraPro S&P 500 (UPRO) position steady in Q2 2026 at 5,957 shares worth $845K. The position accounts for 0.1% of the portfolio, ranked #79.

American Financial Advisors first reported a position in UPRO in Q3 2023 and has held it in 12 quarters since. 23 funds tracked by Wall St. Rank hold UPRO as of Q2 2026.

American Financial Advisors held 5,957 shares of ProShares UltraPro S&P 500 worth $845K as of Q2 2026.
American Financial Advisors left its ProShares UltraPro S&P 500 share count unchanged in Q2 2026.
ProShares UltraPro S&P 500 made up 0.1% of American Financial Advisors's portfolio in Q2 2026, its #79 holding.
American Financial Advisors first reported a position in ProShares UltraPro S&P 500 in Q3 2023 and has held it in 12 quarters since.
23 funds tracked by Wall St. Rank held ProShares UltraPro S&P 500 as of Q2 2026.

Based on American Financial Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.