Insigneo Advisory Services’s ProShares UltraPro S&P 500 UPRO Stock Holding History

Insigneo Advisory Services’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	$458K	Hold	4,719	–	–	0.03%	399
2025 Q4	$546K	Sell	4,719 -42	-0.9%	-$4.8K	0.04%	347
2025 Q3	$531K	Hold	4,761	–	–	0.04%	351
2025 Q2	$435K	Buy	4,761 +42	+0.9%	+$3.12K	0.04%	370
2025 Q1	$349K	Hold	4,719	–	–	0.04%	384
2024 Q4	$418K	Buy	+4,719	New	+$432K	0.04%	339

Other funds holding UPRO

RAM

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

RCM

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

SFA

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

TRCT

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

FTUS

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MFA

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

Insigneo Advisory Services's UPRO Position: Q1 2026 in Review

Insigneo Advisory Services held its ProShares UltraPro S&P 500 (UPRO) position steady in Q1 2026 at 4,719 shares worth $458K. The position accounts for 0.03% of the portfolio, ranked #399.

Insigneo Advisory Services first reported a position in UPRO in Q4 2024 and has held it in 6 quarters since. The position peaked at $546K in Q4 2025. 120 funds tracked by Wall St. Rank hold UPRO as of Q1 2026.

Insigneo Advisory Services held 4,719 shares of ProShares UltraPro S&P 500 worth $458K as of Q1 2026.
Insigneo Advisory Services left its ProShares UltraPro S&P 500 share count unchanged in Q1 2026.
ProShares UltraPro S&P 500 made up 0.03% of Insigneo Advisory Services's portfolio in Q1 2026, its #399 holding.
Insigneo Advisory Services first reported a position in ProShares UltraPro S&P 500 in Q4 2024 and has held it in 6 quarters since.
Insigneo Advisory Services's ProShares UltraPro S&P 500 position peaked at $546K in Q4 2025.
120 funds tracked by Wall St. Rank held ProShares UltraPro S&P 500 as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.