Badgley Phelps Wealth Managers’s ProShares UltraPro S&P 500 UPRO Stock Holding History

Badgley Phelps Wealth Managers’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	–	Sell	-4,385	Closed	-$425K	–	345
2026 Q1	$425K	Buy	4,385 +1,385	+46%	+$157K	0.01%	253
2025 Q4	$347K	Buy	+3,000	New	+$343K	0.01%	268

Other funds holding UPRO

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Ridgepath Capital Management Knoxville, Tennessee $227M AUM 13.85% 1-Year Est. Return

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

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

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

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

R2 Capital Strategies Lincoln, Nebraska $221M AUM

Badgley Phelps Wealth Managers's UPRO Position: Q2 2026 in Review

Badgley Phelps Wealth Managers sold out of ProShares UltraPro S&P 500 (UPRO) in Q2 2026, closing a stake of 4,385 shares — an estimated $425K sold.

Badgley Phelps Wealth Managers first reported a position in UPRO in Q4 2025 and held it in 2 quarters. The position peaked at $425K in Q1 2026. 140 funds tracked by Wall St. Rank hold UPRO as of Q2 2026.

Badgley Phelps Wealth Managers reported no remaining ProShares UltraPro S&P 500 position as of Q2 2026 after selling out during the quarter.
Badgley Phelps Wealth Managers sold 4,385 ProShares UltraPro S&P 500 shares in Q2 2026, an estimated $425K.
Badgley Phelps Wealth Managers first reported a position in ProShares UltraPro S&P 500 in Q4 2025 and held it in 2 quarters.
Badgley Phelps Wealth Managers's ProShares UltraPro S&P 500 position peaked at $425K in Q1 2026.
140 funds tracked by Wall St. Rank held ProShares UltraPro S&P 500 as of Q2 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q2 2026, filed 31 Jul 2026.