Farther Finance Advisors’s ProShares UltraPro S&P 500 UPRO Stock Holding History

Farther Finance 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 Q3	$625K	Sell	4,252 -698	-14%	-$103K	﹤0.01%	1424
2026 Q2	$702K	Sell	4,950 -4	-0.1%	-$530	0.01%	1321
2026 Q1	$491K	Buy	4,954 +1,761	+55%	+$199K	﹤0.01%	1411
2025 Q4	$370K	Buy	3,193 +141	+5%	+$16.1K	﹤0.01%	1511
2025 Q3	$340K	Buy	3,052 +1,019	+50%	+$102K	0.01%	1308
2025 Q2	$186K	Buy	2,033 +1,746	+608%	+$130K	﹤0.01%	1429
2025 Q1	$21.4K	Sell	287 -613	-68%	-$53.8K	﹤0.01%	2357
2024 Q4	$79.8K	Buy	900 +200	+29%	+$18.3K	﹤0.01%	1415
2024 Q3	$60.3K	Buy	+700	New	+$55K	﹤0.01%	1545

Other funds holding UPRO

TCI

Turner Capital Investments Austin, Texas $118M AUM

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

HPBT

Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Farther Finance Advisors's UPRO Position: Q3 2026 in Review

Farther Finance Advisors reduced its ProShares UltraPro S&P 500 (UPRO) stake by 14% in Q3 2026, selling an estimated $103K and leaving 4,252 shares worth $625K. The position accounts for ﹤0.01% of the portfolio, ranked #1424.

Farther Finance Advisors first reported a position in UPRO in Q3 2024 and has held it in 9 quarters since. The position peaked at $702K in Q2 2026. 7 funds tracked by Wall St. Rank hold UPRO as of Q3 2026.

Farther Finance Advisors held 4,252 shares of ProShares UltraPro S&P 500 worth $625K as of Q3 2026.
Farther Finance Advisors sold 698 ProShares UltraPro S&P 500 shares in Q3 2026, an estimated $103K.
ProShares UltraPro S&P 500 made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1424 holding.
Farther Finance Advisors first reported a position in ProShares UltraPro S&P 500 in Q3 2024 and has held it in 9 quarters since.
Farther Finance Advisors's ProShares UltraPro S&P 500 position peaked at $702K in Q2 2026.
7 funds tracked by Wall St. Rank held ProShares UltraPro S&P 500 as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.