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Beacon Pointe Advisors’s ProShares UltraPro S&P 500 UPRO Stock Holding History

Beacon Pointe 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 		$808K Hold
5,700
– – ﹤0.01% 1133
2026
Q1 		$553K Hold
5,700
– – ﹤0.01% 1251
2025
Q4 		$660K Hold
5,700
– – ﹤0.01% 983
2025
Q3 		$635K Buy
+5,700
New +$573K 0.01% 929

Other funds holding UPRO

HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
RCM
Ridgepath Capital Management Knoxville, Tennessee $227M AUM 13.85% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
SFA
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
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
GS
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
RCS
R2 Capital Strategies Lincoln, Nebraska $221M AUM

Beacon Pointe Advisors's UPRO Position: Q2 2026 in Review

Beacon Pointe Advisors held its ProShares UltraPro S&P 500 (UPRO) position steady in Q2 2026 at 8,998 shares worth $1.28M. The position accounts for 0.01% of the portfolio, ranked #935.

Beacon Pointe Advisors first reported a position in UPRO in Q2 2021 and has held it in 21 quarters since. The position peaked at $2.13M in Q2 2021. 139 funds tracked by Wall St. Rank hold UPRO as of Q2 2026.

  • Beacon Pointe Advisors held 8,998 shares of ProShares UltraPro S&P 500 worth $1.28M as of Q2 2026.
  • Beacon Pointe Advisors left its ProShares UltraPro S&P 500 share count unchanged in Q2 2026.
  • ProShares UltraPro S&P 500 made up 0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #935 holding.
  • Beacon Pointe Advisors first reported a position in ProShares UltraPro S&P 500 in Q2 2021 and has held it in 21 quarters since.
  • Beacon Pointe Advisors's ProShares UltraPro S&P 500 position peaked at $2.13M in Q2 2021.
  • 139 funds tracked by Wall St. Rank held ProShares UltraPro S&P 500 as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.