Howard Capital Management Group’s ProShares UltraPro S&P 500 UPRO Stock Holding History

Howard Capital Management Group’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	–	Sell	-10,000	Closed	-$970K	–	159
2026 Q1	$970K	Hold	10,000	–	–	0.06%	60
2025 Q4	$1.16M	Buy	+10,000	New	+$1.14M	0.07%	56
2023 Q2	–	Sell	-16,715	Closed	-$645K	–	120
2023 Q1	$645K	Buy	16,715 +39	+0.2%	+$1.42K	0.07%	59
2022 Q4	$546K	Buy	16,676 +70	+0.4%	+$2.39K	0.07%	61
2022 Q3	$472K	Hold	16,606	–	–	0.06%	59
2022 Q2	$579K	Sell	16,606 -1,504	-8%	-$70.2K	0.07%	58
2022 Q1	$1.15M	Buy	18,110 +3,604	+25%	+$223K	0.1%	52
2021 Q4	$1.11M	Buy	14,506 +6	+0%	+$415	0.09%	54
2021 Q3	$824K	Buy	+14,500	New	+$896K	0.08%	58

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

Howard Capital Management Group's UPRO Position: Q2 2026 in Review

Howard Capital Management Group sold out of ProShares UltraPro S&P 500 (UPRO) in Q2 2026, closing a stake of 10,000 shares — an estimated $970K sold.

Howard Capital Management Group first reported a position in UPRO in Q3 2021 and held it in 9 quarters. The position peaked at $1.16M in Q4 2025. 23 funds tracked by Wall St. Rank hold UPRO as of Q2 2026.

Howard Capital Management Group reported no remaining ProShares UltraPro S&P 500 position as of Q2 2026 after selling out during the quarter.
Howard Capital Management Group sold 10,000 ProShares UltraPro S&P 500 shares in Q2 2026, an estimated $970K.
Howard Capital Management Group first reported a position in ProShares UltraPro S&P 500 in Q3 2021 and held it in 9 quarters.
Howard Capital Management Group's ProShares UltraPro S&P 500 position peaked at $1.16M in Q4 2025.
23 funds tracked by Wall St. Rank held ProShares UltraPro S&P 500 as of Q2 2026.

Based on Howard Capital Management Group's 13F filing for Q2 2026, filed 16 Jul 2026.