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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
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

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
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
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
UBS Group
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

Badgley Phelps Wealth Managers's UPRO Position: Q1 2026 in Review

Badgley Phelps Wealth Managers increased its ProShares UltraPro S&P 500 (UPRO) stake by 46% in Q1 2026, buying an estimated $157K and bringing the position to 4,385 shares worth $425K. The position accounts for 0.01% of the portfolio, ranked #253.

Badgley Phelps Wealth Managers first reported a position in UPRO in Q4 2025 and has held it in 2 quarters since. 120 funds tracked by Wall St. Rank hold UPRO as of Q1 2026.

  • Badgley Phelps Wealth Managers held 4,385 shares of ProShares UltraPro S&P 500 worth $425K as of Q1 2026.
  • Badgley Phelps Wealth Managers bought 1,385 ProShares UltraPro S&P 500 shares in Q1 2026, an estimated $157K.
  • ProShares UltraPro S&P 500 made up 0.01% of Badgley Phelps Wealth Managers's portfolio in Q1 2026, its #253 holding.
  • Badgley Phelps Wealth Managers first reported a position in ProShares UltraPro S&P 500 in Q4 2025 and has held it in 2 quarters since.
  • 120 funds tracked by Wall St. Rank held ProShares UltraPro S&P 500 as of Q1 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q1 2026, filed 15 Apr 2026.