Hickory Point Bank & Trust’s ProShares UltraPro S&P 500 UPRO Stock Holding History

Hickory Point Bank & Trust’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	$696K	Buy	4,908 +63	+1%	+$8.34K	0.42%	51
2026 Q1	$470K	Sell	4,845 -200	-4%	-$22.6K	0.31%	72
2025 Q4	$584K	Hold	5,045	–	–	0.42%	51
2025 Q3	$562K	Buy	5,045 +25	+0.5%	+$2.51K	0.42%	54
2025 Q2	$459K	Buy	5,020 +70	+1%	+$5.2K	0.37%	61
2025 Q1	$366K	Hold	4,950	–	–	0.32%	79
2024 Q4	$439K	Buy	+4,950	New	+$453K	0.39%	61

Other funds holding UPRO

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

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

DeDora Capital Napa, California $460M AUM 25.48% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Westmount Partners Los Angeles, California $457M AUM 31.05% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

AFA

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Hickory Point Bank & Trust's UPRO Position: Q2 2026 in Review

Hickory Point Bank & Trust increased its ProShares UltraPro S&P 500 (UPRO) stake by 1.3% in Q2 2026, buying an estimated $8.34K and bringing the position to 4,908 shares worth $696K. The position accounts for 0.42% of the portfolio, ranked #51.

Hickory Point Bank & Trust first reported a position in UPRO in Q4 2024 and has held it in 7 quarters since. 23 funds tracked by Wall St. Rank hold UPRO as of Q2 2026.

Hickory Point Bank & Trust held 4,908 shares of ProShares UltraPro S&P 500 worth $696K as of Q2 2026.
Hickory Point Bank & Trust bought 63 ProShares UltraPro S&P 500 shares in Q2 2026, an estimated $8.34K.
ProShares UltraPro S&P 500 made up 0.42% of Hickory Point Bank & Trust's portfolio in Q2 2026, its #51 holding.
Hickory Point Bank & Trust first reported a position in ProShares UltraPro S&P 500 in Q4 2024 and has held it in 7 quarters since.
23 funds tracked by Wall St. Rank held ProShares UltraPro S&P 500 as of Q2 2026.

Based on Hickory Point Bank & Trust's 13F filing for Q2 2026, filed 17 Jul 2026.