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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
Q2 		$2.56M Buy
18,068
+14,427
+396% +$1.91M 0.07% 228
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 $261M AUM 104.77% 1-Year Est. Return
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

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

Larson Financial Group increased its ProShares UltraPro S&P 500 (UPRO) stake by 396% in Q2 2026, buying an estimated $1.91M and bringing the position to 18,068 shares worth $2.56M. The position accounts for 0.07% of the portfolio, ranked #228.

Larson Financial Group first reported a position in UPRO in Q3 2021 and has held it in 20 quarters since. 140 funds tracked by Wall St. Rank hold UPRO as of Q2 2026.

  • Larson Financial Group held 18,068 shares of ProShares UltraPro S&P 500 worth $2.56M as of Q2 2026.
  • Larson Financial Group bought 14,427 ProShares UltraPro S&P 500 shares in Q2 2026, an estimated $1.91M.
  • ProShares UltraPro S&P 500 made up 0.07% of Larson Financial Group's portfolio in Q2 2026, its #228 holding.
  • Larson Financial Group first reported a position in ProShares UltraPro S&P 500 in Q3 2021 and has held it in 20 quarters since.
  • 140 funds tracked by Wall St. Rank held ProShares UltraPro S&P 500 as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.