Belpointe Asset Management’s ProShares UltraPro S&P 500 UPRO Stock Holding History

Belpointe Asset Management’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 Q3	$256K	Buy	1,745 +135	+8%	+$19.9K	0.01%	992
2026 Q2	$228K	Buy	+1,610	New	+$213K	0.01%	1012
2023 Q2	–	Sell	-3,567	Closed	-$138K	–	3235
2023 Q1	$138K	Sell	3,567 -847	-19%	-$30.8K	0.01%	1129
2022 Q4	$145K	Buy	4,414 +151	+4%	+$5.16K	0.01%	1038
2022 Q3	$122K	Buy	+4,263	New	+$171K	0.01%	1059
2022 Q2	–	Sell	-4,383	Closed	-$279K	–	1272
2022 Q1	$279K	Sell	4,383 -2,581	-37%	-$160K	0.02%	762
2021 Q4	$532K	Sell	6,964 -2,382	-25%	-$165K	0.03%	496
2021 Q3	$531K	Buy	+9,346	New	+$577K	0.04%	492

Other funds holding UPRO

Ridgepath Capital Management Knoxville, Tennessee $182M AUM 7.73% 1-Year Est. Return

SFA

Spectrum Financial Alliance Nicholasville, Kentucky $692M AUM 56.38% 1-Year Est. Return

Turner Capital Investments Austin, Texas $118M AUM

Main Street Group Glen Allen, Virginia $445M AUM 22.95% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $4.69B AUM 22.36% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

RCS

R2 Capital Strategies Lincoln, Nebraska $236M AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Golden State Equity Partners South Coast Metro, California $1.7B AUM 14.02% 1-Year Est. Return

Uniting Wealth Partners Mission, Kansas $472M AUM 20.18% 1-Year Est. Return

Belpointe Asset Management's UPRO Position: Q3 2026 in Review

Belpointe Asset Management increased its ProShares UltraPro S&P 500 (UPRO) stake by 8.4% in Q3 2026, buying an estimated $19.9K and bringing the position to 1,745 shares worth $256K. The position accounts for 0.01% of the portfolio, ranked #992.

Belpointe Asset Management first reported a position in UPRO in Q3 2021 and has held it in 8 quarters since. The position peaked at $532K in Q4 2021. 90 funds tracked by Wall St. Rank hold UPRO as of Q3 2026.

Belpointe Asset Management held 1,745 shares of ProShares UltraPro S&P 500 worth $256K as of Q3 2026.
Belpointe Asset Management bought 135 ProShares UltraPro S&P 500 shares in Q3 2026, an estimated $19.9K.
ProShares UltraPro S&P 500 made up 0.01% of Belpointe Asset Management's portfolio in Q3 2026, its #992 holding.
Belpointe Asset Management first reported a position in ProShares UltraPro S&P 500 in Q3 2021 and has held it in 8 quarters since.
Belpointe Asset Management's ProShares UltraPro S&P 500 position peaked at $532K in Q4 2021.
90 funds tracked by Wall St. Rank held ProShares UltraPro S&P 500 as of Q3 2026.

Based on Belpointe Asset Management's 13F filing for Q3 2026, filed 9 Nov 2026.