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 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

RAM

Revere Asset Management Dallas, Texas $261M AUM 104.77% 1-Year Est. Return

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

Founders Financial Securities's UPRO Position: Q2 2026 in Review

Founders Financial Securities opened a new position in ProShares UltraPro S&P 500 (UPRO) in Q2 2026: 6,737 shares worth $955K. The stake represents 0.05% of the portfolio and ranks #309 among its holdings. This is a return to the name: Founders Financial Securities previously reported a position in UPRO as recently as Q4 2025.

Founders Financial Securities first reported a position in UPRO in Q1 2021 and has held it in 5 quarters since. The position peaked at $1.06M in Q1 2021. 140 funds tracked by Wall St. Rank hold UPRO as of Q2 2026.

Founders Financial Securities held 6,737 shares of ProShares UltraPro S&P 500 worth $955K as of Q2 2026.
ProShares UltraPro S&P 500 was a new Founders Financial Securities position in Q2 2026.
ProShares UltraPro S&P 500 made up 0.05% of Founders Financial Securities's portfolio in Q2 2026, its #309 holding.
Founders Financial Securities first reported a position in ProShares UltraPro S&P 500 in Q1 2021 and has held it in 5 quarters since.
Founders Financial Securities's ProShares UltraPro S&P 500 position peaked at $1.06M in Q1 2021.
140 funds tracked by Wall St. Rank held ProShares UltraPro S&P 500 as of Q2 2026.

Based on Founders Financial Securities's 13F filing for Q2 2026, filed 31 Jul 2026.