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Harbour Investments’s ProShares UltraPro S&P 500 UPRO Stock Holding History

Harbour Investments’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 		$471K Buy
4,861
+4,850
+44,091% +$548K 0.01% 1087
2025
Q4 		$1.27K Buy
+11
New +$1.26K ﹤0.01% 3408
2023
Q3 		– Sell
-248
Closed -$11.7K – 3107
2023
Q2 		$11.7K Sell
248
-344
-58% -$14K ﹤0.01% 1968
2023
Q1 		$22.8K Buy
592
+1
+0.2% +$36 ﹤0.01% 1682
2022
Q4 		$19.4K Sell
591
-153
-21% -$5.22K ﹤0.01% 1687
2022
Q3 		$26K Hold
744
– – ﹤0.01% 1529
2022
Q2 		$26K Buy
+744
New +$34.7K ﹤0.01% 1529
2021
Q4 		$46K Sell
602
-444
-42% -$30.7K ﹤0.01% 1300
2021
Q3 		$59K Buy
1,046
+86
+9% +$5.31K ﹤0.01% 1675
2021
Q2 		$54K Sell
960
-822
-46% -$43.1K ﹤0.01% 1777
2021
Q1 		$80K Buy
+1,782
New +$74.4K ﹤0.01% 1422

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
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
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
UBS Group
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

Harbour Investments's UPRO Position: Q1 2026 in Review

Harbour Investments increased its ProShares UltraPro S&P 500 (UPRO) stake by 44,091% in Q1 2026, buying an estimated $548K and bringing the position to 4,861 shares worth $471K. The position accounts for 0.01% of the portfolio, ranked #1087.

Harbour Investments first reported a position in UPRO in Q1 2021 and has held it in 11 quarters since. 120 funds tracked by Wall St. Rank hold UPRO as of Q1 2026.

  • Harbour Investments held 4,861 shares of ProShares UltraPro S&P 500 worth $471K as of Q1 2026.
  • Harbour Investments bought 4,850 ProShares UltraPro S&P 500 shares in Q1 2026, an estimated $548K.
  • ProShares UltraPro S&P 500 made up 0.01% of Harbour Investments's portfolio in Q1 2026, its #1087 holding.
  • Harbour Investments first reported a position in ProShares UltraPro S&P 500 in Q1 2021 and has held it in 11 quarters since.
  • 120 funds tracked by Wall St. Rank held ProShares UltraPro S&P 500 as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.