Carson Wealth (CWM LLC)
UPRO icon

Carson Wealth (CWM LLC)’s ProShares UltraPro S&P 500 UPRO Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$9.77K Buy
101
+1
+1% +$113 ﹤0.01% 4784
2025
Q4 		$12K Buy
+100
New +$11.4K ﹤0.01% 4475
2025
Q1 		– Sell
-14
Closed -$1K – 5213
2024
Q4 		$1K Buy
+14
New +$1.28K ﹤0.01% 4828

Other funds holding UPRO

RAM
Revere Asset Management Dallas, Texas $195M AUM 80.44% 1-Year Est. Return
RCM
Ridgepath Capital Management Knoxville, Tennessee $201M AUM 10.5% 1-Year Est. Return
SFA
Spectrum Financial Alliance Nicholasville, Kentucky $520M AUM 48.03% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MFA
Millington Financial Advisors Naperville, Illinois $237M AUM 22.22% 1-Year Est. Return

Carson Wealth (CWM LLC)'s UPRO Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its ProShares UltraPro S&P 500 (UPRO) stake by 1% in Q1 2026, buying an estimated $113 and bringing the position to 101 shares worth $9.77K. The position accounts for ﹤0.01% of the portfolio, ranked #4784.

Carson Wealth (CWM LLC) first reported a position in UPRO in Q4 2024 and has held it in 3 quarters since. The position peaked at $12K in Q4 2025. 120 funds tracked by Wall St. Rank hold UPRO as of Q1 2026.

  • Carson Wealth (CWM LLC) held 101 shares of ProShares UltraPro S&P 500 worth $9.77K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1 ProShares UltraPro S&P 500 share in Q1 2026, an estimated $113.
  • ProShares UltraPro S&P 500 made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4784 holding.
  • Carson Wealth (CWM LLC) first reported a position in ProShares UltraPro S&P 500 in Q4 2024 and has held it in 3 quarters since.
  • Carson Wealth (CWM LLC)'s ProShares UltraPro S&P 500 position peaked at $12K in Q4 2025.
  • 120 funds tracked by Wall St. Rank held ProShares UltraPro S&P 500 as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.