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 Q3	$3.97M	Buy	+27,006	New	+$3.97M	0.23%	88
2026 Q2	–	Sell	-27,940	Closed	-$2.71M	–	1662
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	Sell	14,902 -490	-3%	-$44.8K	0.25%	94
2024 Q3	$1.33M	Sell	15,392 -713	-4%	-$56K	0.21%	109
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

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

Golden State Equity Partners's UPRO Position: Q3 2026 in Review

Golden State Equity Partners opened a new position in ProShares UltraPro S&P 500 (UPRO) in Q3 2026: 27,006 shares worth $3.97M. The stake represents 0.23% of the portfolio and ranks #88 among its holdings. This is a return to the name: Golden State Equity Partners previously reported a position in UPRO as recently as Q1 2026.

Golden State Equity Partners first reported a position in UPRO in Q2 2023 and has held it in 12 quarters since. 125 funds tracked by Wall St. Rank hold UPRO as of Q3 2026.

Golden State Equity Partners held 27,006 shares of ProShares UltraPro S&P 500 worth $3.97M as of Q3 2026.
ProShares UltraPro S&P 500 was a new Golden State Equity Partners position in Q3 2026.
ProShares UltraPro S&P 500 made up 0.23% of Golden State Equity Partners's portfolio in Q3 2026, its #88 holding.
Golden State Equity Partners first reported a position in ProShares UltraPro S&P 500 in Q2 2023 and has held it in 12 quarters since.
125 funds tracked by Wall St. Rank held ProShares UltraPro S&P 500 as of Q3 2026.

Based on Golden State Equity Partners's 13F filing for Q3 2026, filed 3 Nov 2026.