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

Howard Capital Management’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	–	Sell	-1,025,589	Closed	-$119M	–	418
2025 Q4	$119M	Sell	1,025,589 -164,487	-14%	-$18.8M	1.54%	19
2025 Q3	$133M	Hold	1,190,076	–	–	1.75%	18
2025 Q2	$109M	Buy	+1,190,076	New	+$88.4M	1.63%	19
2025 Q1	–	Sell	-2,179,700	Closed	-$193M	–	414
2024 Q4	$193M	Hold	2,179,700	–	–	3%	10
2024 Q3	$188M	Buy	+2,179,700	New	+$171M	3.09%	11
2022 Q1	–	Sell	-237,018	Closed	-$17.6M	–	76
2021 Q4	$17.6M	Buy	237,018 +23,736	+11%	+$1.64M	2.17%	9
2021 Q3	$12.4M	Buy	+213,282	New	+$13.2M	1.83%	9

Other funds holding UPRO

Revere Asset Management Dallas, Texas $195M AUM 80.44% 1-Year Est. Return

Ridgepath Capital Management Knoxville, Tennessee $201M AUM 10.5% 1-Year Est. Return

Spectrum Financial Alliance Nicholasville, Kentucky $520M AUM 48.03% 1-Year Est. Return

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $5.39B AUM 21.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Millington Financial Advisors Naperville, Illinois $237M AUM 22.22% 1-Year Est. Return