CPR Investments
UPRO icon

CPR Investments’s ProShares UltraPro S&P 500 UPRO Stock Holding History

CPR Investments’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
Q3 		$660K Sell
4,494
-297
-6% -$43.7K 0.49% 30
2026
Q2 		$679K Buy
+4,791
New +$634K 0.52% 31
2026
Q1 		– Sell
-5,723
Closed -$663K – 66
2025
Q4 		$663K Sell
5,723
-1,182
-17% -$135K 0.44% 30
2025
Q3 		$770K Sell
6,905
-1,313
-16% -$132K 0.53% 30
2025
Q2 		$751K Buy
+8,218
New +$610K 0.58% 28
2025
Q1 		– Sell
-5,530
Closed -$490K – 45
2024
Q4 		$490K Sell
5,530
-3,770
-41% -$345K 0.44% 29
2024
Q3 		$802K Sell
9,300
-30,505
-77% -$2.4M 0.76% 21
2024
Q2 		$3.06M Buy
39,805
+5,657
+17% +$392K 2.53% 15
2024
Q1 		$2.41M Buy
34,148
+7,281
+27% +$450K 1.83% 18
2023
Q4 		$1.47M Sell
26,867
-1,418
-5% -$65K 1.43% 24
2023
Q3 		$1.16M Sell
28,285
-356
-1% -$16.8K 1.25% 18
2023
Q2 		$1.36M Buy
+28,641
New +$1.17M 1.3% 21
2023
Q1 		– Sell
-40,067
Closed -$1.31M – 53
2022
Q4 		$1.31M Buy
+40,067
New +$1.37M 1.3% 20
2022
Q2 		– Sell
-60,369
Closed -$3.84M – 83
2022
Q1 		$3.84M Sell
60,369
-121,531
-67% -$7.54M 3.18% 10
2021
Q4 		$13.9M Buy
+181,900
New +$12.6M 9.95% 2

Other funds holding UPRO

Ridgepath Capital Management
Ridgepath Capital Management Knoxville, Tennessee $182M AUM 7.73% 1-Year Est. Return
SFA
Spectrum Financial Alliance Nicholasville, Kentucky $692M AUM 56.38% 1-Year Est. Return
Turner Capital Investments
Turner Capital Investments Austin, Texas $118M AUM
Crosspoint Capital Strategies
Crosspoint Capital Strategies Orinda, California $104M AUM
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Main Street Group
Main Street Group Glen Allen, Virginia $445M AUM 22.95% 1-Year Est. Return
Diversified Trust
Diversified Trust Memphis, Tennessee $4.69B AUM 22.36% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
RCS
R2 Capital Strategies Lincoln, Nebraska $236M AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

CPR Investments's UPRO Position: Q3 2026 in Review

CPR Investments reduced its ProShares UltraPro S&P 500 (UPRO) stake by 6.2% in Q3 2026, selling an estimated $43.7K and leaving 4,494 shares worth $660K. The position accounts for 0.49% of the portfolio, ranked #30.

CPR Investments first reported a position in UPRO in Q4 2021 and has held it in 15 quarters since. The position peaked at $13.9M in Q4 2021. 98 funds tracked by Wall St. Rank hold UPRO as of Q3 2026.

  • CPR Investments held 4,494 shares of ProShares UltraPro S&P 500 worth $660K as of Q3 2026.
  • CPR Investments sold 297 ProShares UltraPro S&P 500 shares in Q3 2026, an estimated $43.7K.
  • ProShares UltraPro S&P 500 made up 0.49% of CPR Investments's portfolio in Q3 2026, its #30 holding.
  • CPR Investments first reported a position in ProShares UltraPro S&P 500 in Q4 2021 and has held it in 15 quarters since.
  • CPR Investments's ProShares UltraPro S&P 500 position peaked at $13.9M in Q4 2021.
  • 98 funds tracked by Wall St. Rank held ProShares UltraPro S&P 500 as of Q3 2026.

Based on CPR Investments's 13F filing for Q3 2026, filed 26 Oct 2026.