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Legacy Wealth Management (Idaho)’s ProShares UltraPro S&P 500 UPRO Stock Holding History

Legacy Wealth Management (Idaho)’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 		$232K Buy
+1,639
New +$217K 0.1% 168
2025
Q4 		– Sell
-828
Closed -$92.3K – 967
2025
Q3 		$92.3K Buy
828
+128
+18% +$12.9K 0.04% 129
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

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

Legacy Wealth Management (Idaho)'s UPRO Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) opened a new position in ProShares UltraPro S&P 500 (UPRO) in Q2 2026: 1,639 shares worth $232K. The stake represents 0.1% of the portfolio and ranks #168 among its holdings. This is a return to the name: Legacy Wealth Management (Idaho) previously reported a position in UPRO as recently as Q3 2025.

Legacy Wealth Management (Idaho) first reported a position in UPRO in Q3 2024 and has held it in 4 quarters since. The position peaked at $340K in Q3 2024. 140 funds tracked by Wall St. Rank hold UPRO as of Q2 2026.

  • Legacy Wealth Management (Idaho) held 1,639 shares of ProShares UltraPro S&P 500 worth $232K as of Q2 2026.
  • ProShares UltraPro S&P 500 was a new Legacy Wealth Management (Idaho) position in Q2 2026.
  • ProShares UltraPro S&P 500 made up 0.1% of Legacy Wealth Management (Idaho)'s portfolio in Q2 2026, its #168 holding.
  • Legacy Wealth Management (Idaho) first reported a position in ProShares UltraPro S&P 500 in Q3 2024 and has held it in 4 quarters since.
  • Legacy Wealth Management (Idaho)'s ProShares UltraPro S&P 500 position peaked at $340K in Q3 2024.
  • 140 funds tracked by Wall St. Rank held ProShares UltraPro S&P 500 as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.