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Avidian Wealth Enterprises’s ProShares UltraPro S&P 500 UPRO Stock Holding History

Avidian Wealth Enterprises’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 		$316K Buy
2,231
+5
+0.2% +$662 0.01% 586
2026
Q1 		$216K Buy
+2,226
New +$252K 0.01% 629

Other funds holding UPRO

HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
RCM
Ridgepath Capital Management Knoxville, Tennessee $227M AUM 13.85% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
SFA
Spectrum Financial Alliance Nicholasville, Kentucky $679M AUM 83.74% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
RCS
R2 Capital Strategies Lincoln, Nebraska $221M AUM

Avidian Wealth Enterprises's UPRO Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its ProShares UltraPro S&P 500 (UPRO) stake by 0.22% in Q2 2026, buying an estimated $662 and bringing the position to 2,231 shares worth $316K. The position accounts for 0.01% of the portfolio, ranked #586.

Avidian Wealth Enterprises first reported a position in UPRO in Q1 2026 and has held it in 2 quarters since. 138 funds tracked by Wall St. Rank hold UPRO as of Q2 2026.

  • Avidian Wealth Enterprises held 2,231 shares of ProShares UltraPro S&P 500 worth $316K as of Q2 2026.
  • Avidian Wealth Enterprises bought 5 ProShares UltraPro S&P 500 shares in Q2 2026, an estimated $662.
  • ProShares UltraPro S&P 500 made up 0.01% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #586 holding.
  • Avidian Wealth Enterprises first reported a position in ProShares UltraPro S&P 500 in Q1 2026 and has held it in 2 quarters since.
  • 138 funds tracked by Wall St. Rank held ProShares UltraPro S&P 500 as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.