EFS
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Essex Financial Services’s ProShares UltraPro S&P 500 UPRO Stock Holding History

Essex Financial Services’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 		$345K Sell
2,435
-149
-6% -$19.7K 0.02% 605
2026
Q1 		$251K Sell
2,584
-126
-5% -$14.2K 0.01% 671
2025
Q4 		$314K Buy
2,710
+11
+0.4% +$1.26K 0.02% 586
2025
Q3 		$301K Buy
2,699
+2
+0.1% +$201 0.02% 576
2025
Q2 		$247K Buy
+2,697
New +$200K 0.02% 602

Other funds holding UPRO

RAM
Revere Asset Management Dallas, Texas $261M AUM 104.77% 1-Year Est. Return
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

Essex Financial Services's UPRO Position: Q2 2026 in Review

Essex Financial Services reduced its ProShares UltraPro S&P 500 (UPRO) stake by 5.8% in Q2 2026, selling an estimated $19.7K and leaving 2,435 shares worth $345K. The position accounts for 0.02% of the portfolio, ranked #605.

Essex Financial Services first reported a position in UPRO in Q2 2025 and has held it in 5 quarters since. 140 funds tracked by Wall St. Rank hold UPRO as of Q2 2026.

  • Essex Financial Services held 2,435 shares of ProShares UltraPro S&P 500 worth $345K as of Q2 2026.
  • Essex Financial Services sold 149 ProShares UltraPro S&P 500 shares in Q2 2026, an estimated $19.7K.
  • ProShares UltraPro S&P 500 made up 0.02% of Essex Financial Services's portfolio in Q2 2026, its #605 holding.
  • Essex Financial Services first reported a position in ProShares UltraPro S&P 500 in Q2 2025 and has held it in 5 quarters since.
  • 140 funds tracked by Wall St. Rank held ProShares UltraPro S&P 500 as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.