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BXM Wealth’s ProShares UltraPro S&P 500 UPRO Stock Holding History

BXM Wealth’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 		$335K Sell
2,364
-16,435
-87% -$2.18M 0.18% 119
2026
Q1 		$1.82M Sell
18,799
-182,824
-91% -$20.7M 1.4% 18
2025
Q4 		$3.31M Buy
+201,623
New +$23M 2.55% 8

Other funds holding UPRO

SFA
Spectrum Financial Alliance Nicholasville, Kentucky $679M AUM 83.74% 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
RCSL
R2 Capital Strategies, LLC Lincoln, Nebraska $221M AUM
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
DC
DeDora Capital Napa, California $460M AUM 25.48% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
WP
Westmount Partners Los Angeles, California $457M AUM 31.05% 1-Year Est. Return

BXM Wealth's UPRO Position: Q2 2026 in Review

BXM Wealth reduced its ProShares UltraPro S&P 500 (UPRO) stake by 87% in Q2 2026, selling an estimated $2.18M and leaving 2,364 shares worth $335K. The position accounts for 0.18% of the portfolio, ranked #119.

BXM Wealth first reported a position in UPRO in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.31M in Q4 2025. 42 funds tracked by Wall St. Rank hold UPRO as of Q2 2026.

  • BXM Wealth held 2,364 shares of ProShares UltraPro S&P 500 worth $335K as of Q2 2026.
  • BXM Wealth sold 16,435 ProShares UltraPro S&P 500 shares in Q2 2026, an estimated $2.18M.
  • ProShares UltraPro S&P 500 made up 0.18% of BXM Wealth's portfolio in Q2 2026, its #119 holding.
  • BXM Wealth first reported a position in ProShares UltraPro S&P 500 in Q4 2025 and has held it in 3 quarters since.
  • BXM Wealth's ProShares UltraPro S&P 500 position peaked at $3.31M in Q4 2025.
  • 42 funds tracked by Wall St. Rank held ProShares UltraPro S&P 500 as of Q2 2026.

Based on BXM Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.