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Daviman Financial’s ProShares UltraPro S&P 500 UPRO Stock Holding History

Daviman Financial’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 		$306K Sell
2,158
-423
-16% -$56K 0.17% 68
2026
Q1 		$250K Sell
2,581
-3
-0.1% -$339 0.15% 73
2025
Q4 		$299K Buy
+2,584
New +$295K 0.18% 65

Other funds holding UPRO

HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
RCM
Ridgepath Capital Management Knoxville, Tennessee $227M AUM 13.85% 1-Year Est. Return
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
Millennium Management
Millennium Management New York $276B AUM 44.8% 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
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
RCS
R2 Capital Strategies Lincoln, Nebraska $221M AUM

Daviman Financial's UPRO Position: Q2 2026 in Review

Daviman Financial reduced its ProShares UltraPro S&P 500 (UPRO) stake by 16% in Q2 2026, selling an estimated $56K and leaving 2,158 shares worth $306K. The position accounts for 0.17% of the portfolio, ranked #68.

Daviman Financial first reported a position in UPRO in Q4 2025 and has held it in 3 quarters since. 138 funds tracked by Wall St. Rank hold UPRO as of Q2 2026.

  • Daviman Financial held 2,158 shares of ProShares UltraPro S&P 500 worth $306K as of Q2 2026.
  • Daviman Financial sold 423 ProShares UltraPro S&P 500 shares in Q2 2026, an estimated $56K.
  • ProShares UltraPro S&P 500 made up 0.17% of Daviman Financial's portfolio in Q2 2026, its #68 holding.
  • Daviman Financial first reported a position in ProShares UltraPro S&P 500 in Q4 2025 and has held it in 3 quarters since.
  • 138 funds tracked by Wall St. Rank held ProShares UltraPro S&P 500 as of Q2 2026.

Based on Daviman Financial's 13F filing for Q2 2026, filed 27 Jul 2026.