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

Larson 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
Q1 		$353K Buy
3,641
+8
+0.2% +$904 0.01% 576
2025
Q4 		$421K Sell
3,633
-86
-2% -$9.83K 0.01% 516
2025
Q3 		$415K Buy
3,719
+2
+0.1% +$201 0.01% 514
2025
Q2 		$340K Buy
3,717
+1
+0% +$74 0.01% 538
2025
Q1 		$275K Hold
3,716
– – 0.01% 557
2024
Q4 		$329K Sell
3,716
-1,088
-23% -$99.6K 0.02% 456
2024
Q3 		$414K Buy
4,804
+897
+23% +$70.5K 0.02% 383
2024
Q2 		$300K Sell
3,907
-2,464
-39% -$171K 0.02% 360
2024
Q1 		$449K Buy
6,371
+2
+0% +$124 0.03% 254
2023
Q4 		$349K Buy
6,369
+88
+1% +$4.03K 0.03% 263
2023
Q3 		$259K Buy
6,281
+385
+7% +$18.1K 0.03% 279
2023
Q2 		$279K Buy
5,896
+5,184
+728% +$212K 0.03% 264
2023
Q1 		$27.5K Sell
712
-7,429
-91% -$270K ﹤0.01% 667
2022
Q4 		$267K Buy
8,141
+7,711
+1,793% +$263K 0.03% 263
2022
Q3 		$12K Sell
430
-616
-59% -$24.7K ﹤0.01% 753
2022
Q2 		$36K Hold
1,046
– – 0.01% 442
2022
Q1 		$67K Sell
1,046
-6,192
-86% -$384K 0.01% 334
2021
Q4 		$552K Buy
7,238
+4,250
+142% +$294K 0.09% 102
2021
Q3 		$170K Buy
+2,988
New +$185K 0.03% 160

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
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
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
UBS Group
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

Larson Financial Group's UPRO Position: Q1 2026 in Review

Larson Financial Group increased its ProShares UltraPro S&P 500 (UPRO) stake by 0.22% in Q1 2026, buying an estimated $904 and bringing the position to 3,641 shares worth $353K. The position accounts for 0.01% of the portfolio, ranked #576.

Larson Financial Group first reported a position in UPRO in Q3 2021 and has held it in 19 quarters since. The position peaked at $552K in Q4 2021. 120 funds tracked by Wall St. Rank hold UPRO as of Q1 2026.

  • Larson Financial Group held 3,641 shares of ProShares UltraPro S&P 500 worth $353K as of Q1 2026.
  • Larson Financial Group bought 8 ProShares UltraPro S&P 500 shares in Q1 2026, an estimated $904.
  • ProShares UltraPro S&P 500 made up 0.01% of Larson Financial Group's portfolio in Q1 2026, its #576 holding.
  • Larson Financial Group first reported a position in ProShares UltraPro S&P 500 in Q3 2021 and has held it in 19 quarters since.
  • Larson Financial Group's ProShares UltraPro S&P 500 position peaked at $552K in Q4 2021.
  • 120 funds tracked by Wall St. Rank held ProShares UltraPro S&P 500 as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.