Comprehensive Financial Planning’s ProShares Ultra S&P 500 Equal Weight URSP Stock Holding History

Comprehensive Financial Planning’s Portfolio URSP Stock Details URSP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-611	Closed	-$25K	–	445
2025 Q4	$25K	Buy	+611	New	+$24.7K	0.02%	199

Other funds holding URSP

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Comprehensive Financial Planning's URSP Position: Q1 2026 in Review

Comprehensive Financial Planning sold out of ProShares Ultra S&P 500 Equal Weight (URSP) in Q1 2026, closing a stake of 611 shares — an estimated $25K sold.

Comprehensive Financial Planning first reported a position in URSP in Q4 2025 and held it in 1 quarter. The position peaked at $25K in Q4 2025. 5 funds tracked by Wall St. Rank hold URSP as of Q1 2026.

Comprehensive Financial Planning reported no remaining ProShares Ultra S&P 500 Equal Weight position as of Q1 2026 after selling out during the quarter.
Comprehensive Financial Planning sold 611 ProShares Ultra S&P 500 Equal Weight shares in Q1 2026, an estimated $25K.
Comprehensive Financial Planning first reported a position in ProShares Ultra S&P 500 Equal Weight in Q4 2025 and held it in 1 quarter.
Comprehensive Financial Planning's ProShares Ultra S&P 500 Equal Weight position peaked at $25K in Q4 2025.
5 funds tracked by Wall St. Rank held ProShares Ultra S&P 500 Equal Weight as of Q1 2026.

Based on Comprehensive Financial Planning's 13F filing for Q1 2026, filed 7 Apr 2026.