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 Q3	–	Sell	-1,524	Closed	-$216K	–	88
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

Turner Capital Investments Austin, Texas $118M AUM

RCS

R2 Capital Strategies Lincoln, Nebraska $236M AUM

Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

DeDora Capital Napa, California $448M AUM 15.92% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return

Ellis Investment Partners Berwyn, Pennsylvania $669M AUM 16.26% 1-Year Est. Return

Genesee Capital Advisors Auburn, New York $318M AUM 26.07% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Harper Investing's UPRO Position: Q3 2026 in Review

Harper Investing sold out of ProShares UltraPro S&P 500 (UPRO) in Q3 2026, closing a stake of 1,524 shares — an estimated $216K sold.

Harper Investing first reported a position in UPRO in Q1 2022 and held it in 2 quarters. The position peaked at $256K in Q1 2022. 42 funds tracked by Wall St. Rank hold UPRO as of Q3 2026.

Harper Investing reported no remaining ProShares UltraPro S&P 500 position as of Q3 2026 after selling out during the quarter.
Harper Investing sold 1,524 ProShares UltraPro S&P 500 shares in Q3 2026, an estimated $216K.
Harper Investing first reported a position in ProShares UltraPro S&P 500 in Q1 2022 and held it in 2 quarters.
Harper Investing's ProShares UltraPro S&P 500 position peaked at $256K in Q1 2022.
42 funds tracked by Wall St. Rank held ProShares UltraPro S&P 500 as of Q3 2026.

Based on Harper Investing's 13F filing for Q3 2026, filed 22 Oct 2026.