EverSource Wealth Advisors’s ProShares UltraPro S&P 500 UPRO Stock Holding History

EverSource Wealth Advisors’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	$1.43M	Sell	10,101 -7,467	-43%	-$989K	0.05%	279
2026 Q1	$1.7M	Buy	17,568 +1,982	+13%	+$224K	0.05%	249
2025 Q4	$1.8M	Sell	15,586 -7,027	-31%	-$803K	0.07%	209
2025 Q3	$2.52M	Buy	22,613 +13,288	+142%	+$1.34M	0.1%	153
2025 Q2	$853K	Sell	9,325 -14,479	-61%	-$1.07M	0.04%	316
2025 Q1	$1.76M	Buy	23,804 +13,400	+129%	+$1.18M	0.1%	169
2024 Q4	$922K	Buy	+10,404	New	+$952K	0.05%	255

Other funds holding UPRO

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 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

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

RCS

R2 Capital Strategies Lincoln, Nebraska $221M AUM

EverSource Wealth Advisors's UPRO Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its ProShares UltraPro S&P 500 (UPRO) stake by 43% in Q2 2026, selling an estimated $989K and leaving 10,101 shares worth $1.43M. The position accounts for 0.05% of the portfolio, ranked #279.

EverSource Wealth Advisors first reported a position in UPRO in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.52M in Q3 2025. 138 funds tracked by Wall St. Rank hold UPRO as of Q2 2026.

EverSource Wealth Advisors held 10,101 shares of ProShares UltraPro S&P 500 worth $1.43M as of Q2 2026.
EverSource Wealth Advisors sold 7,467 ProShares UltraPro S&P 500 shares in Q2 2026, an estimated $989K.
ProShares UltraPro S&P 500 made up 0.05% of EverSource Wealth Advisors's portfolio in Q2 2026, its #279 holding.
EverSource Wealth Advisors first reported a position in ProShares UltraPro S&P 500 in Q4 2024 and has held it in 7 quarters since.
EverSource Wealth Advisors's ProShares UltraPro S&P 500 position peaked at $2.52M in Q3 2025.
138 funds tracked by Wall St. Rank held ProShares UltraPro S&P 500 as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.