IFG
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Independent Financial Group’s ProShares UltraPro S&P 500 UPRO Stock Holding History

Independent Financial 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 		$2.78M Sell
19,589
-4,006
-17% -$530K 0.05% 363
2026
Q1 		$2.29M Sell
23,595
-288
-1% -$32.5K 0.05% 369
2025
Q4 		$2.76M Sell
23,883
-3,049
-11% -$348K 0.06% 306
2025
Q3 		$3M Sell
26,932
-1,125
-4% -$113K 0.07% 268
2025
Q2 		$2.57M Sell
28,057
-186
-0.7% -$13.8K 0.07% 278
2025
Q1 		$2.09M Sell
28,243
-12
-0% -$1.05K 0.07% 266
2024
Q4 		$2.5M Buy
28,255
+432
+2% +$39.5K 0.08% 235
2024
Q3 		$2.4M Sell
27,823
-91
-0.3% -$7.15K 0.09% 229
2024
Q2 		$2.14M Sell
27,914
-689
-2% -$47.8K 0.09% 224
2024
Q1 		$2.02M Buy
28,603
+1,271
+5% +$78.5K 0.09% 220
2023
Q4 		$1.5M Sell
27,332
-422
-2% -$19.3K 0.08% 258
2023
Q3 		$1.14M Buy
27,754
+15,431
+125% +$726K 0.07% 286
2023
Q2 		$584K Buy
12,323
+4,834
+65% +$197K 0.04% 444
2023
Q1 		$289K Buy
+7,489
New +$272K 0.02% 620
2022
Q4 		– Sell
-11,050
Closed -$314K – 818
2022
Q3 		$314K Buy
+11,050
New +$443K 0.03% 528

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

Independent Financial Group's UPRO Position: Q2 2026 in Review

Independent Financial Group reduced its ProShares UltraPro S&P 500 (UPRO) stake by 17% in Q2 2026, selling an estimated $530K and leaving 19,589 shares worth $2.78M. The position accounts for 0.05% of the portfolio, ranked #363.

Independent Financial Group first reported a position in UPRO in Q3 2022 and has held it in 15 quarters since. The position peaked at $3M in Q3 2025. 138 funds tracked by Wall St. Rank hold UPRO as of Q2 2026.

  • Independent Financial Group held 19,589 shares of ProShares UltraPro S&P 500 worth $2.78M as of Q2 2026.
  • Independent Financial Group sold 4,006 ProShares UltraPro S&P 500 shares in Q2 2026, an estimated $530K.
  • ProShares UltraPro S&P 500 made up 0.05% of Independent Financial Group's portfolio in Q2 2026, its #363 holding.
  • Independent Financial Group first reported a position in ProShares UltraPro S&P 500 in Q3 2022 and has held it in 15 quarters since.
  • Independent Financial Group's ProShares UltraPro S&P 500 position peaked at $3M in Q3 2025.
  • 138 funds tracked by Wall St. Rank held ProShares UltraPro S&P 500 as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.