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Legacy Investment Solutions’s ProShares UltraPro S&P 500 UPRO Stock Holding History

Legacy Investment Solutions’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
2025
Q2 		$64K Buy
+700
New +$52K 0.03% 136
2024
Q4 		– Sell
-3,572
Closed -$340K – 813
2024
Q3 		$340K Buy
+3,572
New +$281K 0.2% 47

Other funds holding UPRO

PFM
Potomac Fund Management Miami, Florida $2.88B AUM 15.75% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
RCM
Ridgepath Capital Management Knoxville, Tennessee $201M AUM 10.5% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return
RAM
Revere Asset Management Dallas, Texas $195M AUM 80.44% 1-Year Est. Return
SFA
Spectrum Financial Alliance Nicholasville, Kentucky $679M AUM 83.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Legacy Investment Solutions's UPRO Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in ProShares UltraPro S&P 500 (UPRO) in Q2 2025: 700 shares worth $64K. The stake represents 0.03% of the portfolio and ranks #136 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in UPRO as recently as Q3 2024.

Legacy Investment Solutions first reported a position in UPRO in Q3 2024 and has held it in 2 quarters since. The position peaked at $340K in Q3 2024. 116 funds tracked by Wall St. Rank hold UPRO as of Q2 2025.

  • Legacy Investment Solutions held 700 shares of ProShares UltraPro S&P 500 worth $64K as of Q2 2025.
  • ProShares UltraPro S&P 500 was a new Legacy Investment Solutions position in Q2 2025.
  • ProShares UltraPro S&P 500 made up 0.03% of Legacy Investment Solutions's portfolio in Q2 2025, its #136 holding.
  • Legacy Investment Solutions first reported a position in ProShares UltraPro S&P 500 in Q3 2024 and has held it in 2 quarters since.
  • Legacy Investment Solutions's ProShares UltraPro S&P 500 position peaked at $340K in Q3 2024.
  • 116 funds tracked by Wall St. Rank held ProShares UltraPro S&P 500 as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.