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IFP Advisors’s ProShares UltraPro S&P 500 UPRO Stock Holding History

IFP Advisors’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 		$1.7K Sell
12
-62
-84% -$8.21K ﹤0.01% 4305
2026
Q1 		$7.18K Buy
74
+58
+363% +$6.55K ﹤0.01% 3329
2025
Q4 		$1.85K Hold
16
– – ﹤0.01% 3869
2025
Q3 		$1.78K Hold
16
– – ﹤0.01% 3746
2025
Q2 		$1.49K Buy
+16
New +$1.19K ﹤0.01% 4030
2023
Q2 		– Sell
-725
Closed -$34.7K – 3574
2023
Q1 		$34.7K Buy
725
+45
+7% +$1.64K ﹤0.01% 1763
2022
Q4 		$35K Buy
680
+154
+29% +$5.26K ﹤0.01% 2496
2022
Q3 		$24K Buy
526
+146
+38% +$5.85K ﹤0.01% 2940
2022
Q2 		$18K Hold
380
– – ﹤0.01% 2963
2022
Q1 		$18K Sell
380
-1,204
-76% -$74.7K ﹤0.01% 2963
2021
Q4 		$120K Buy
1,584
+1,434
+956% +$99.3K ﹤0.01% 1190
2021
Q3 		$9K Hold
150
– – ﹤0.01% 2336
2021
Q2 		$9K Buy
+150
New +$7.87K ﹤0.01% 2266

Other funds holding UPRO

HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
RCM
Ridgepath Capital Management Knoxville, Tennessee $227M AUM 13.85% 1-Year Est. Return
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
Millennium Management
Millennium Management New York $276B AUM 44.8% 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
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
RCS
R2 Capital Strategies Lincoln, Nebraska $221M AUM

IFP Advisors's UPRO Position: Q2 2026 in Review

IFP Advisors reduced its ProShares UltraPro S&P 500 (UPRO) stake by 84% in Q2 2026, selling an estimated $8.21K and leaving 12 shares worth $1.7K. The position accounts for ﹤0.01% of the portfolio, ranked #4305.

IFP Advisors first reported a position in UPRO in Q2 2021 and has held it in 13 quarters since. The position peaked at $120K in Q4 2021. 138 funds tracked by Wall St. Rank hold UPRO as of Q2 2026.

  • IFP Advisors held 12 shares of ProShares UltraPro S&P 500 worth $1.7K as of Q2 2026.
  • IFP Advisors sold 62 ProShares UltraPro S&P 500 shares in Q2 2026, an estimated $8.21K.
  • ProShares UltraPro S&P 500 made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4305 holding.
  • IFP Advisors first reported a position in ProShares UltraPro S&P 500 in Q2 2021 and has held it in 13 quarters since.
  • IFP Advisors's ProShares UltraPro S&P 500 position peaked at $120K in Q4 2021.
  • 138 funds tracked by Wall St. Rank held ProShares UltraPro S&P 500 as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.