Bay Colony Advisors’s ProShares UltraPro S&P 500 UPRO Stock Holding History

Bay Colony Advisors’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	$619K	Buy	+4,365	New	+$578K	0.07%	225
2018 Q3	–	Sell	-450	Closed	-$11K	–	854
2018 Q2	$11K	Buy	+450	New	+$10.4K	0.01%	633

Other funds holding UPRO

Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return

Encompass More Asset Management Danville, California $681M 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

Westmount Partners Los Angeles, California $454M AUM 31.05% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

CPR Investments Rochester, Michigan $130M AUM 29.7% 1-Year Est. Return

LexAurum Advisors Overland Park, Kansas $866M AUM