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 Q3	$328K	Buy	2,235 +4	+0.2%	+$588	0.01%	585
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

TCI

Turner Capital Investments Austin, Texas $118M AUM

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

HPBT

Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Avidian Wealth Enterprises's UPRO Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its ProShares UltraPro S&P 500 (UPRO) stake by 0.18% in Q3 2026, buying an estimated $588 and bringing the position to 2,235 shares worth $328K. The position accounts for 0.01% of the portfolio, ranked #585.

Avidian Wealth Enterprises first reported a position in UPRO in Q1 2026 and has held it in 3 quarters since. 7 funds tracked by Wall St. Rank hold UPRO as of Q3 2026.

Avidian Wealth Enterprises held 2,235 shares of ProShares UltraPro S&P 500 worth $328K as of Q3 2026.
Avidian Wealth Enterprises bought 4 ProShares UltraPro S&P 500 shares in Q3 2026, an estimated $588.
ProShares UltraPro S&P 500 made up 0.01% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #585 holding.
Avidian Wealth Enterprises first reported a position in ProShares UltraPro S&P 500 in Q1 2026 and has held it in 3 quarters since.
7 funds tracked by Wall St. Rank held ProShares UltraPro S&P 500 as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.