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 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

RAM

Revere Asset Management Dallas, Texas $261M AUM 104.77% 1-Year Est. Return

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 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

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

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Belpointe Asset Management's UPRO Position: Q2 2026 in Review

Belpointe Asset Management opened a new position in ProShares UltraPro S&P 500 (UPRO) in Q2 2026: 1,610 shares worth $228K. The stake represents 0.01% of the portfolio and ranks #1012 among its holdings. This is a return to the name: Belpointe Asset Management previously reported a position in UPRO as recently as Q1 2023.

Belpointe Asset Management first reported a position in UPRO in Q3 2021 and has held it in 7 quarters since. The position peaked at $532K in Q4 2021. 140 funds tracked by Wall St. Rank hold UPRO as of Q2 2026.

Belpointe Asset Management held 1,610 shares of ProShares UltraPro S&P 500 worth $228K as of Q2 2026.
ProShares UltraPro S&P 500 was a new Belpointe Asset Management position in Q2 2026.
ProShares UltraPro S&P 500 made up 0.01% of Belpointe Asset Management's portfolio in Q2 2026, its #1012 holding.
Belpointe Asset Management first reported a position in ProShares UltraPro S&P 500 in Q3 2021 and has held it in 7 quarters since.
Belpointe Asset Management's ProShares UltraPro S&P 500 position peaked at $532K in Q4 2021.
140 funds tracked by Wall St. Rank held ProShares UltraPro S&P 500 as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.