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 Q3	$331K	Hold	2,251	–	–	0.08%	111
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

Ridgepath Capital Management Knoxville, Tennessee $182M AUM 7.73% 1-Year Est. Return

SFA

Spectrum Financial Alliance Nicholasville, Kentucky $692M AUM 56.38% 1-Year Est. Return

Turner Capital Investments Austin, Texas $118M AUM

Main Street Group Glen Allen, Virginia $445M AUM 22.95% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

RCS

R2 Capital Strategies Lincoln, Nebraska $236M AUM

Golden State Equity Partners South Coast Metro, California $1.7B AUM 14.02% 1-Year Est. Return

Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Financial Insights's UPRO Position: Q3 2026 in Review

Financial Insights held its ProShares UltraPro S&P 500 (UPRO) position steady in Q3 2026 at 2,251 shares worth $331K. The position accounts for 0.08% of the portfolio, ranked #111.

Financial Insights first reported a position in UPRO in Q2 2021 and has held it in 6 quarters since. 69 funds tracked by Wall St. Rank hold UPRO as of Q3 2026.

Financial Insights held 2,251 shares of ProShares UltraPro S&P 500 worth $331K as of Q3 2026.
Financial Insights left its ProShares UltraPro S&P 500 share count unchanged in Q3 2026.
ProShares UltraPro S&P 500 made up 0.08% of Financial Insights's portfolio in Q3 2026, its #111 holding.
Financial Insights first reported a position in ProShares UltraPro S&P 500 in Q2 2021 and has held it in 6 quarters since.
69 funds tracked by Wall St. Rank held ProShares UltraPro S&P 500 as of Q3 2026.

Based on Financial Insights's 13F filing for Q3 2026, filed 27 Oct 2026.