FPCP
UPRO icon

Fort Point Capital Partners’s ProShares UltraPro S&P 500 UPRO Stock Holding History

Fort Point Capital Partners’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
Q3 		– Sell
-8,750
Closed -$802K – 309
2025
Q2 		$802K Sell
8,750
-120
-1% -$8.91K 0.06% 170
2025
Q1 		$655K Hold
8,870
– – 0.07% 169
2024
Q4 		$786K Hold
8,870
– – 0.09% 155
2024
Q3 		$765K Sell
8,870
-50
-0.6% -$3.93K 0.09% 140
2024
Q2 		$685K Hold
8,920
– – 0.09% 160
2024
Q1 		$629K Sell
8,920
-150
-2% -$9.27K 0.08% 174
2023
Q4 		$496K Buy
9,070
+200
+2% +$9.16K 0.07% 175
2023
Q3 		$365K Sell
8,870
-540
-6% -$25.4K 0.06% 180
2023
Q2 		$446K Sell
9,410
-592
-6% -$24.2K 0.06% 167
2023
Q1 		$386K Sell
10,002
-560
-5% -$20.4K 0.06% 186
2022
Q4 		$346K Hold
10,562
– – 0.05% 192
2022
Q3 		$300K Hold
10,562
– – 0.05% 207
2022
Q2 		$368K Sell
10,562
-550
-5% -$25.7K 0.06% 191
2022
Q1 		$707K Sell
11,112
-916
-8% -$56.8K 0.1% 139
2021
Q4 		$917K Sell
12,028
-152
-1% -$10.5K 0.12% 109
2021
Q3 		$692K Buy
+12,180
New +$752K 0.1% 110

Other funds holding UPRO

PFM
Potomac Fund Management Miami, Florida $3.97B AUM 18.34% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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
RAM
Revere Asset Management Dallas, Texas $261M AUM 104.77% 1-Year Est. Return
SFA
Spectrum Financial Alliance Nicholasville, Kentucky $679M AUM 83.74% 1-Year Est. Return
MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fort Point Capital Partners's UPRO Position: Q3 2025 in Review

Fort Point Capital Partners sold out of ProShares UltraPro S&P 500 (UPRO) in Q3 2025, closing a stake of 8,750 shares — an estimated $802K sold.

Fort Point Capital Partners first reported a position in UPRO in Q3 2021 and held it in 16 quarters. The position peaked at $917K in Q4 2021. 128 funds tracked by Wall St. Rank hold UPRO as of Q3 2025.

  • Fort Point Capital Partners reported no remaining ProShares UltraPro S&P 500 position as of Q3 2025 after selling out during the quarter.
  • Fort Point Capital Partners sold 8,750 ProShares UltraPro S&P 500 shares in Q3 2025, an estimated $802K.
  • Fort Point Capital Partners first reported a position in ProShares UltraPro S&P 500 in Q3 2021 and held it in 16 quarters.
  • Fort Point Capital Partners's ProShares UltraPro S&P 500 position peaked at $917K in Q4 2021.
  • 128 funds tracked by Wall St. Rank held ProShares UltraPro S&P 500 as of Q3 2025.

Based on Fort Point Capital Partners's 13F filing for Q3 2025, filed 14 Nov 2025.