LPL Financial
UPRO icon

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

LPL Financial’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
Q3 		$256K Buy
1,743
+75
+4% +$11K ﹤0.01% 5651
2026
Q2 		$237K Buy
+1,668
New +$221K ﹤0.01% 5634
2024
Q4 		– Sell
-2,466
Closed -$213K – 5437
2024
Q3 		$213K Buy
+2,466
New +$194K ﹤0.01% 4685

Other funds holding UPRO

Ridgepath Capital Management
Ridgepath Capital Management Knoxville, Tennessee $182M AUM 7.73% 1-Year Est. Return
SFA
Spectrum Financial Alliance Nicholasville, Kentucky $692M AUM 56.38% 1-Year Est. Return
Turner Capital Investments
Turner Capital Investments Austin, Texas $118M AUM
Crosspoint Capital Strategies
Crosspoint Capital Strategies Orinda, California $104M AUM
Tidal Investments
Tidal Investments Milwaukee, Wisconsin $59.1B AUM 42.33% 1-Year Est. Return
HRT Financial
HRT Financial New York $57.2B AUM 52.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Main Street Group
Main Street Group Glen Allen, Virginia $445M AUM 22.95% 1-Year Est. Return
Diversified Trust
Diversified Trust Memphis, Tennessee $4.69B AUM 22.36% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

LPL Financial's UPRO Position: Q3 2026 in Review

LPL Financial increased its ProShares UltraPro S&P 500 (UPRO) stake by 4.5% in Q3 2026, buying an estimated $11K and bringing the position to 1,743 shares worth $256K. The position accounts for ﹤0.01% of the portfolio, ranked #5651.

LPL Financial first reported a position in UPRO in Q3 2024 and has held it in 3 quarters since. 125 funds tracked by Wall St. Rank hold UPRO as of Q3 2026.

  • LPL Financial held 1,743 shares of ProShares UltraPro S&P 500 worth $256K as of Q3 2026.
  • LPL Financial bought 75 ProShares UltraPro S&P 500 shares in Q3 2026, an estimated $11K.
  • ProShares UltraPro S&P 500 made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #5651 holding.
  • LPL Financial first reported a position in ProShares UltraPro S&P 500 in Q3 2024 and has held it in 3 quarters since.
  • 125 funds tracked by Wall St. Rank held ProShares UltraPro S&P 500 as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.