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

Calamos Wealth 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	$647K	Hold	4,562	–	–	0.02%	275
2026 Q1	$442K	Hold	4,562	–	–	0.02%	305
2025 Q4	$528K	Buy	4,562 +1,397	+44%	+$160K	0.02%	266
2025 Q3	$353K	Hold	3,165	–	–	0.01%	316
2025 Q2	$289K	Hold	3,165	–	–	0.01%	289
2025 Q1	$234K	Buy	+3,165	New	+$278K	0.01%	290

Other funds holding UPRO

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

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

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

RCSL

R2 Capital Strategies, LLC Lincoln, Nebraska $221M AUM

UWP

Uniting Wealth Partners Mission, Kansas $492M AUM 30.23% 1-Year Est. Return

MFA

Millington Financial Advisors Naperville, Illinois $254M AUM 29.05% 1-Year Est. Return

EMAM

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Calamos Wealth Management's UPRO Position: Q2 2026 in Review

Calamos Wealth Management held its ProShares UltraPro S&P 500 (UPRO) position steady in Q2 2026 at 4,562 shares worth $647K. The position accounts for 0.02% of the portfolio, ranked #275.

Calamos Wealth Management first reported a position in UPRO in Q1 2025 and has held it in 6 quarters since. 86 funds tracked by Wall St. Rank hold UPRO as of Q2 2026.

Calamos Wealth Management held 4,562 shares of ProShares UltraPro S&P 500 worth $647K as of Q2 2026.
Calamos Wealth Management left its ProShares UltraPro S&P 500 share count unchanged in Q2 2026.
ProShares UltraPro S&P 500 made up 0.02% of Calamos Wealth Management's portfolio in Q2 2026, its #275 holding.
Calamos Wealth Management first reported a position in ProShares UltraPro S&P 500 in Q1 2025 and has held it in 6 quarters since.
86 funds tracked by Wall St. Rank held ProShares UltraPro S&P 500 as of Q2 2026.

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