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J. M. Brown & Associates’s ProShares UltraPro S&P 500 UPRO Stock Holding History

J. M. Brown & Associates’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
Q3 		$2.11M Buy
14,360
+10,322
+256% +$1.52M 1.21% 16
2026
Q2 		$573K Buy
+4,038
New +$535K 0.33% 96

Other funds holding UPRO

Ridgepath Capital Management
Ridgepath Capital Management Knoxville, Tennessee $182M AUM 7.73% 1-Year Est. Return
SFA
Spectrum Financial Alliance Nicholasville, Kentucky $692M AUM 56.38% 1-Year Est. Return
Turner Capital Investments
Turner Capital Investments Austin, Texas $118M AUM
Crosspoint Capital Strategies
Crosspoint Capital Strategies Orinda, California $104M AUM
Tidal Investments
Tidal Investments Milwaukee, Wisconsin $59.1B AUM 42.33% 1-Year Est. Return
HRT Financial
HRT Financial New York $57.2B AUM 52.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Main Street Group
Main Street Group Glen Allen, Virginia $445M AUM 22.95% 1-Year Est. Return
Diversified Trust
Diversified Trust Memphis, Tennessee $4.69B AUM 22.36% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

J. M. Brown & Associates's UPRO Position: Q3 2026 in Review

J. M. Brown & Associates increased its ProShares UltraPro S&P 500 (UPRO) stake by 256% in Q3 2026, buying an estimated $1.52M and bringing the position to 14,360 shares worth $2.11M. The position accounts for 1.21% of the portfolio, ranked #16.

J. M. Brown & Associates first reported a position in UPRO in Q2 2026 and has held it in 2 quarters since. 125 funds tracked by Wall St. Rank hold UPRO as of Q3 2026.

  • J. M. Brown & Associates held 14,360 shares of ProShares UltraPro S&P 500 worth $2.11M as of Q3 2026.
  • J. M. Brown & Associates bought 10,322 ProShares UltraPro S&P 500 shares in Q3 2026, an estimated $1.52M.
  • ProShares UltraPro S&P 500 made up 1.21% of J. M. Brown & Associates's portfolio in Q3 2026, its #16 holding.
  • J. M. Brown & Associates first reported a position in ProShares UltraPro S&P 500 in Q2 2026 and has held it in 2 quarters since.
  • 125 funds tracked by Wall St. Rank held ProShares UltraPro S&P 500 as of Q3 2026.

Based on J. M. Brown & Associates's 13F filing for Q3 2026, filed 12 Nov 2026.