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 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

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

EMAM

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

DeDora Capital Napa, California $460M AUM 25.48% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Westmount Partners Los Angeles, California $457M AUM 31.05% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

AFA

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

HPBT

Hickory Point Bank & Trust Decatur, Illinois $165M AUM 27.01% 1-Year Est. Return

Farther Finance Advisors's UPRO Position: Q2 2026 in Review

Farther Finance Advisors reduced its ProShares UltraPro S&P 500 (UPRO) stake by 0.08% in Q2 2026, selling an estimated $530 and leaving 4,950 shares worth $702K. The position accounts for 0.01% of the portfolio, ranked #1321.

Farther Finance Advisors first reported a position in UPRO in Q3 2024 and has held it in 8 quarters since. 23 funds tracked by Wall St. Rank hold UPRO as of Q2 2026.

Farther Finance Advisors held 4,950 shares of ProShares UltraPro S&P 500 worth $702K as of Q2 2026.
Farther Finance Advisors sold 4 ProShares UltraPro S&P 500 shares in Q2 2026, an estimated $530.
ProShares UltraPro S&P 500 made up 0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #1321 holding.
Farther Finance Advisors first reported a position in ProShares UltraPro S&P 500 in Q3 2024 and has held it in 8 quarters since.
23 funds tracked by Wall St. Rank held ProShares UltraPro S&P 500 as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.