CIBC Private Wealth Group
UPRO icon

CIBC Private Wealth Group’s ProShares UltraPro S&P 500 UPRO Stock Holding History

CIBC Private Wealth Group’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
2025
Q4 		$180K Buy
1,552
+1
+0.1% +$114 ﹤0.01% 1238
2025
Q3 		$173K Buy
1,551
+1
+0.1% +$101 ﹤0.01% 1244
2025
Q2 		$142K Buy
1,550
+85
+6% +$6.31K ﹤0.01% 1255
2025
Q1 		$74.2K Sell
1,465
-55
-4% -$4.83K ﹤0.01% 1471
2024
Q4 		$137K Sell
1,520
-299
-16% -$27.4K ﹤0.01% 1309
2024
Q3 		$157K Hold
1,819
– – ﹤0.01% 1297
2024
Q2 		$148K Buy
1,819
+1
+0.1% +$69 ﹤0.01% 1234
2024
Q1 		$128K Buy
+1,818
New +$112K ﹤0.01% 1296
2022
Q2 		– Sell
-3,354
Closed -$213K – 1301
2022
Q1 		$213K Buy
+3,354
New +$208K ﹤0.01% 944
2018
Q3 		– Sell
-1,792
Closed -$42K – 1686
2018
Q2 		$42K Buy
1,792
+592
+49% +$13.7K ﹤0.01% 1209
2018
Q1 		$26K Sell
1,200
-1,950
-62% -$48K ﹤0.01% 1323
2017
Q4 		$74K Buy
+3,150
New +$67.7K ﹤0.01% 1092

Other funds holding UPRO

HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
TCI
Turner Capital Investments Austin, Texas $421K AUM
RCM
Ridgepath Capital Management Knoxville, Tennessee $201M AUM 10.5% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return
RAM
Revere Asset Management Dallas, Texas $195M AUM 80.44% 1-Year Est. Return
RVM
Robinson Value Management San Antonio, Texas $180M AUM 24.17% 1-Year Est. Return
SFA
Spectrum Financial Alliance Nicholasville, Kentucky $679M AUM 83.74% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

CIBC Private Wealth Group's UPRO Position: Q4 2025 in Review

CIBC Private Wealth Group increased its ProShares UltraPro S&P 500 (UPRO) stake by 0.06% in Q4 2025, buying an estimated $114 and bringing the position to 1,552 shares worth $180K. The position accounts for ﹤0.01% of the portfolio, ranked #1238.

CIBC Private Wealth Group first reported a position in UPRO in Q4 2017 and has held it in 12 quarters since. The position peaked at $213K in Q1 2022. 145 funds tracked by Wall St. Rank hold UPRO as of Q4 2025.

  • CIBC Private Wealth Group held 1,552 shares of ProShares UltraPro S&P 500 worth $180K as of Q4 2025.
  • CIBC Private Wealth Group bought 1 ProShares UltraPro S&P 500 share in Q4 2025, an estimated $114.
  • ProShares UltraPro S&P 500 made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1238 holding.
  • CIBC Private Wealth Group first reported a position in ProShares UltraPro S&P 500 in Q4 2017 and has held it in 12 quarters since.
  • CIBC Private Wealth Group's ProShares UltraPro S&P 500 position peaked at $213K in Q1 2022.
  • 145 funds tracked by Wall St. Rank held ProShares UltraPro S&P 500 as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.