Golden State Equity Partners’s ProShares UltraPro S&P 500 UPRO Stock Holding History

Golden State Equity 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
2026 Q1	$2.71M	Buy	27,940 +13,718	+96%	+$1.55M	0.2%	113
2025 Q4	$1.65M	Sell	14,222 -256	-2%	-$29.3K	0.27%	77
2025 Q3	$1.61M	Sell	14,478 -198	-1%	-$19.9K	0.27%	77
2025 Q2	$1.34M	Sell	14,676 -272	-2%	-$20.2K	0.25%	91
2025 Q1	$1.1M	Buy	14,948 +46	+0.3%	+$4.04K	0.22%	122
2024 Q4	$1.32M	Buy	+14,902	New	+$1.36M	0.25%	94
2024 Q3	–	Sell	-16,105	Closed	-$1.24M	–	902
2024 Q2	$1.24M	Buy	+16,105	New	+$1.12M	0.26%	95
2023 Q4	$964K	Sell	17,607 -744	-4%	-$34.1K	0.23%	108
2023 Q3	$756K	Sell	18,351 -272	-1%	-$12.8K	0.21%	120
2023 Q2	$882K	Buy	+18,623	New	+$760K	0.25%	100

Other funds holding UPRO

RAM

Revere Asset Management Dallas, Texas $195M AUM 80.44% 1-Year Est. Return

RCM

Ridgepath Capital Management Knoxville, Tennessee $201M AUM 10.5% 1-Year Est. Return

SFA

Spectrum Financial Alliance Nicholasville, Kentucky $520M AUM 48.03% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MFA

Millington Financial Advisors Naperville, Illinois $237M AUM 22.22% 1-Year Est. Return

Golden State Equity Partners's UPRO Position: Q1 2026 in Review

Golden State Equity Partners increased its ProShares UltraPro S&P 500 (UPRO) stake by 96% in Q1 2026, buying an estimated $1.55M and bringing the position to 27,940 shares worth $2.71M. The position accounts for 0.2% of the portfolio, ranked #113.

Golden State Equity Partners first reported a position in UPRO in Q2 2023 and has held it in 10 quarters since. 120 funds tracked by Wall St. Rank hold UPRO as of Q1 2026.

Golden State Equity Partners held 27,940 shares of ProShares UltraPro S&P 500 worth $2.71M as of Q1 2026.
Golden State Equity Partners bought 13,718 ProShares UltraPro S&P 500 shares in Q1 2026, an estimated $1.55M.
ProShares UltraPro S&P 500 made up 0.2% of Golden State Equity Partners's portfolio in Q1 2026, its #113 holding.
Golden State Equity Partners first reported a position in ProShares UltraPro S&P 500 in Q2 2023 and has held it in 10 quarters since.
120 funds tracked by Wall St. Rank held ProShares UltraPro S&P 500 as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.