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
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 $195M AUM 80.44% 1-Year Est. Return
RCM
Ridgepath Capital Management Knoxville, Tennessee $201M AUM 10.5% 1-Year Est. Return
SFA
Spectrum Financial Alliance Nicholasville, Kentucky $520M AUM 48.03% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MFA
Millington Financial Advisors Naperville, Illinois $237M AUM 22.22% 1-Year Est. Return

Essex Financial Services's UPRO Position: Q1 2026 in Review

Essex Financial Services reduced its ProShares UltraPro S&P 500 (UPRO) stake by 4.6% in Q1 2026, selling an estimated $14.2K and leaving 2,584 shares worth $251K. The position accounts for 0.01% of the portfolio, ranked #671.

Essex Financial Services first reported a position in UPRO in Q2 2025 and has held it in 4 quarters since. The position peaked at $314K in Q4 2025. 120 funds tracked by Wall St. Rank hold UPRO as of Q1 2026.

  • Essex Financial Services held 2,584 shares of ProShares UltraPro S&P 500 worth $251K as of Q1 2026.
  • Essex Financial Services sold 126 ProShares UltraPro S&P 500 shares in Q1 2026, an estimated $14.2K.
  • ProShares UltraPro S&P 500 made up 0.01% of Essex Financial Services's portfolio in Q1 2026, its #671 holding.
  • Essex Financial Services first reported a position in ProShares UltraPro S&P 500 in Q2 2025 and has held it in 4 quarters since.
  • Essex Financial Services's ProShares UltraPro S&P 500 position peaked at $314K in Q4 2025.
  • 120 funds tracked by Wall St. Rank held ProShares UltraPro S&P 500 as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.