BankPlus Trust Department’s ProShares UltraPro S&P 500 UPRO Stock Holding History

BankPlus Trust Department’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	$2.25M	Buy	+15,900	New	+$2.1M	0.53%	47

Other funds holding UPRO

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

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

R2 Capital Strategies, LLC Lincoln, Nebraska $221M AUM

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

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

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

BankPlus Trust Department's UPRO Position: Q2 2026 in Review

BankPlus Trust Department opened a new position in ProShares UltraPro S&P 500 (UPRO) in Q2 2026: 15,900 shares worth $2.25M. The stake represents 0.53% of the portfolio and ranks #47 among its holdings.

48 funds tracked by Wall St. Rank hold UPRO as of Q2 2026.

BankPlus Trust Department held 15,900 shares of ProShares UltraPro S&P 500 worth $2.25M as of Q2 2026.
ProShares UltraPro S&P 500 was a new BankPlus Trust Department position in Q2 2026.
ProShares UltraPro S&P 500 made up 0.53% of BankPlus Trust Department's portfolio in Q2 2026, its #47 holding.
48 funds tracked by Wall St. Rank held ProShares UltraPro S&P 500 as of Q2 2026.

Based on BankPlus Trust Department's 13F filing for Q2 2026, filed 28 Jul 2026.