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Harper Investing’s ProShares UltraPro S&P 500 UPRO Stock Holding History

Harper Investing’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 		$216K Buy
+1,524
New +$202K 0.07% 83
2022
Q2 		– Sell
-4,027
Closed -$256K – 51
2022
Q1 		$256K Buy
+4,027
New +$250K 0.24% 46

Other funds holding UPRO

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
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
RCSL
R2 Capital Strategies, LLC Lincoln, Nebraska $221M AUM
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
DC
DeDora Capital Napa, California $460M AUM 25.48% 1-Year Est. Return
BTD
BankPlus Trust Department Jackson, Mississippi $428M AUM 26.85% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Harper Investing's UPRO Position: Q2 2026 in Review

Harper Investing opened a new position in ProShares UltraPro S&P 500 (UPRO) in Q2 2026: 1,524 shares worth $216K. The stake represents 0.07% of the portfolio and ranks #83 among its holdings. This is a return to the name: Harper Investing previously reported a position in UPRO as recently as Q1 2022.

Harper Investing first reported a position in UPRO in Q1 2022 and has held it in 2 quarters since. The position peaked at $256K in Q1 2022. 48 funds tracked by Wall St. Rank hold UPRO as of Q2 2026.

  • Harper Investing held 1,524 shares of ProShares UltraPro S&P 500 worth $216K as of Q2 2026.
  • ProShares UltraPro S&P 500 was a new Harper Investing position in Q2 2026.
  • ProShares UltraPro S&P 500 made up 0.07% of Harper Investing's portfolio in Q2 2026, its #83 holding.
  • Harper Investing first reported a position in ProShares UltraPro S&P 500 in Q1 2022 and has held it in 2 quarters since.
  • Harper Investing's ProShares UltraPro S&P 500 position peaked at $256K in Q1 2022.
  • 48 funds tracked by Wall St. Rank held ProShares UltraPro S&P 500 as of Q2 2026.

Based on Harper Investing's 13F filing for Q2 2026, filed 22 Jul 2026.