Jim Simons’s ProShares UltraPro S&P 500 UPRO Stock Holding History

Jim Simons’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	-13,600	Closed	-$1.57M	–	3707
2025 Q4	$1.57M	Sell	13,600 -4,700	-26%	-$537K	﹤0.01%	2022
2025 Q3	$2.04M	Buy	+18,300	New	+$1.84M	﹤0.01%	2057
2024 Q3	–	Sell	-27,100	Closed	-$2.08M	–	3907
2024 Q2	$2.08M	Buy	+27,100	New	+$1.88M	﹤0.01%	1863
2024 Q1	–	Sell	-71,000	Closed	-$3.89M	–	4101
2023 Q4	$3.89M	Buy	+71,000	New	+$3.25M	0.01%	1506
2022 Q1	–	Sell	-7,200	Closed	-$549K	–	4474
2021 Q4	$549K	Buy	+7,200	New	+$498K	﹤0.01%	3032
2020 Q1	–	Sell	-10,800	Closed	-$378K	–	3811
2019 Q4	$378K	Buy	+10,800	New	+$331K	﹤0.01%	2992

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 $679M AUM 83.74% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 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 $254M AUM 29.05% 1-Year Est. Return

Jim Simons's UPRO Position: Q1 2026 in Review

Jim Simons sold out of ProShares UltraPro S&P 500 (UPRO) in Q1 2026, closing a stake of 13,600 shares — an estimated $1.57M sold.

Jim Simons first reported a position in UPRO in Q4 2019 and held it in 6 quarters. The position peaked at $3.89M in Q4 2023. 120 funds tracked by Wall St. Rank hold UPRO as of Q1 2026.

Jim Simons reported no remaining ProShares UltraPro S&P 500 position as of Q1 2026 after selling out during the quarter.
Jim Simons sold 13,600 ProShares UltraPro S&P 500 shares in Q1 2026, an estimated $1.57M.
Jim Simons first reported a position in ProShares UltraPro S&P 500 in Q4 2019 and held it in 6 quarters.
Jim Simons's ProShares UltraPro S&P 500 position peaked at $3.89M in Q4 2023.
120 funds tracked by Wall St. Rank held ProShares UltraPro S&P 500 as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.