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

Founders Financial Securities’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	$1.16M	Buy	7,923 +1,186	+18%	+$174K	0.06%	290
2026 Q2	$955K	Buy	+6,737	New	+$892K	0.05%	309
2026 Q1	–	Sell	-6,608	Closed	-$765K	–	594
2025 Q4	$765K	Sell	6,608 -1,280	-16%	-$146K	0.05%	327
2025 Q3	$879K	Sell	7,888 -392	-5%	-$39.4K	0.06%	267
2025 Q2	$757K	Buy	+8,280	New	+$615K	0.06%	280
2021 Q2	–	Sell	-23,384	Closed	-$1.06M	–	315
2021 Q1	$1.06M	Buy	+23,384	New	+$977K	0.24%	85

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

Crosspoint Capital Strategies Orinda, California $104M AUM

Tidal Investments Milwaukee, Wisconsin $59.1B AUM 42.33% 1-Year Est. Return

HRT Financial New York $57.2B AUM 52.85% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

Diversified Trust Memphis, Tennessee $4.69B AUM 22.36% 1-Year Est. Return

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

Founders Financial Securities's UPRO Position: Q3 2026 in Review

Founders Financial Securities increased its ProShares UltraPro S&P 500 (UPRO) stake by 18% in Q3 2026, buying an estimated $174K and bringing the position to 7,923 shares worth $1.16M. The position accounts for 0.06% of the portfolio, ranked #290.

Founders Financial Securities first reported a position in UPRO in Q1 2021 and has held it in 6 quarters since. 125 funds tracked by Wall St. Rank hold UPRO as of Q3 2026.

Founders Financial Securities held 7,923 shares of ProShares UltraPro S&P 500 worth $1.16M as of Q3 2026.
Founders Financial Securities bought 1,186 ProShares UltraPro S&P 500 shares in Q3 2026, an estimated $174K.
ProShares UltraPro S&P 500 made up 0.06% of Founders Financial Securities's portfolio in Q3 2026, its #290 holding.
Founders Financial Securities first reported a position in ProShares UltraPro S&P 500 in Q1 2021 and has held it in 6 quarters since.
125 funds tracked by Wall St. Rank held ProShares UltraPro S&P 500 as of Q3 2026.

Based on Founders Financial Securities's 13F filing for Q3 2026, filed 28 Oct 2026.