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

Financial Perspectives’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
2025
Q2 		– Sell
-22
Closed -$1.63K – 734
2025
Q1 		$1.63K Buy
22
+2
+10% +$176 ﹤0.01% 640
2024
Q4 		$1.77K Buy
+20
New +$1.83K ﹤0.01% 637

Other funds holding UPRO

PFM
Potomac Fund Management Miami, Florida $2.88B AUM 15.75% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
RCM
Ridgepath Capital Management Knoxville, Tennessee $201M AUM 10.5% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return
RAM
Revere Asset Management Dallas, Texas $195M AUM 80.44% 1-Year Est. Return
SFA
Spectrum Financial Alliance Nicholasville, Kentucky $520M AUM 48.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Financial Perspectives's UPRO Position: Q2 2025 in Review

Financial Perspectives sold out of ProShares UltraPro S&P 500 (UPRO) in Q2 2025, closing a stake of 22 shares — an estimated $1.63K sold.

Financial Perspectives first reported a position in UPRO in Q4 2024 and held it in 2 quarters. The position peaked at $1.77K in Q4 2024. 116 funds tracked by Wall St. Rank hold UPRO as of Q2 2025.

  • Financial Perspectives reported no remaining ProShares UltraPro S&P 500 position as of Q2 2025 after selling out during the quarter.
  • Financial Perspectives sold 22 ProShares UltraPro S&P 500 shares in Q2 2025, an estimated $1.63K.
  • Financial Perspectives first reported a position in ProShares UltraPro S&P 500 in Q4 2024 and held it in 2 quarters.
  • Financial Perspectives's ProShares UltraPro S&P 500 position peaked at $1.77K in Q4 2024.
  • 116 funds tracked by Wall St. Rank held ProShares UltraPro S&P 500 as of Q2 2025.

Based on Financial Perspectives's 13F filing for Q2 2025, filed 30 Jul 2025.