LexAurum Advisors’s ProShares UltraPro S&P 500 UPRO Stock Holding History

LexAurum Advisors’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	$403K	Buy	2,843 +11	+0.4%	+$1.46K	0.05%	287
2026 Q1	$275K	Buy	+2,832	New	+$320K	0.04%	336
2025 Q3	$279K	Buy	2,499 +24	+1%	+$2.41K	0.04%	311
2025 Q2	$226K	Buy	+2,475	New	+$184K	0.04%	323
2022 Q2	–	Sell	-4,853	Closed	-$309K	–	270
2022 Q1	$309K	Buy	4,853 +17	+0.4%	+$1.05K	0.1%	181
2021 Q4	$369K	Buy	4,836 +46	+1%	+$3.19K	0.12%	174
2021 Q3	$272K	Hold	4,790	–	–	0.08%	236
2021 Q2	$272K	Buy	+4,790	New	+$251K	0.08%	241

Other funds holding UPRO

Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return

Encompass More Asset Management Danville, California $681M AUM 25.06% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

DeDora Capital Napa, California $460M AUM 25.48% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Westmount Partners Los Angeles, California $454M AUM 31.05% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

CPR Investments Rochester, Michigan $130M AUM 29.7% 1-Year Est. Return

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return