Financial Insights’s ProShares UltraPro S&P 500 UPRO Stock Holding History

Financial Insights’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	$319K	Buy	+2,251	New	+$298K	0.08%	112
2026 Q1	–	Sell	-1,794	Closed	-$208K	–	136
2025 Q4	$208K	Hold	1,794	–	–	0.07%	124
2025 Q3	$200K	Buy	+1,794	New	+$180K	0.07%	141
2022 Q1	–	Sell	-2,670	Closed	-$204K	–	88
2021 Q4	$204K	Buy	+2,670	New	+$185K	0.18%	86
2021 Q3	–	Sell	-2,670	Closed	-$151K	–	207
2021 Q2	$151K	Buy	+2,670	New	+$140K	0.13%	94

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

Financial Insights's UPRO Position: Q2 2026 in Review

Financial Insights opened a new position in ProShares UltraPro S&P 500 (UPRO) in Q2 2026: 2,251 shares worth $319K. The stake represents 0.08% of the portfolio and ranks #112 among its holdings. This is a return to the name: Financial Insights previously reported a position in UPRO as recently as Q4 2025.

Financial Insights first reported a position in UPRO in Q2 2021 and has held it in 5 quarters since. 140 funds tracked by Wall St. Rank hold UPRO as of Q2 2026.

Financial Insights held 2,251 shares of ProShares UltraPro S&P 500 worth $319K as of Q2 2026.
ProShares UltraPro S&P 500 was a new Financial Insights position in Q2 2026.
ProShares UltraPro S&P 500 made up 0.08% of Financial Insights's portfolio in Q2 2026, its #112 holding.
Financial Insights first reported a position in ProShares UltraPro S&P 500 in Q2 2021 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 Financial Insights's 13F filing for Q2 2026, filed 25 Aug 2026.