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
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

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
RCS
R2 Capital Strategies Lincoln, Nebraska $221M AUM

LPL Financial's UPRO Position: Q2 2026 in Review

LPL Financial opened a new position in ProShares UltraPro S&P 500 (UPRO) in Q2 2026: 1,668 shares worth $237K. The stake represents ﹤0.01% of the portfolio and ranks #5634 among its holdings. This is a return to the name: LPL Financial previously reported a position in UPRO as recently as Q3 2024.

LPL Financial first reported a position in UPRO in Q3 2024 and has held it in 2 quarters since. 139 funds tracked by Wall St. Rank hold UPRO as of Q2 2026.

  • LPL Financial held 1,668 shares of ProShares UltraPro S&P 500 worth $237K as of Q2 2026.
  • ProShares UltraPro S&P 500 was a new LPL Financial position in Q2 2026.
  • ProShares UltraPro S&P 500 made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5634 holding.
  • LPL Financial first reported a position in ProShares UltraPro S&P 500 in Q3 2024 and has held it in 2 quarters since.
  • 139 funds tracked by Wall St. Rank held ProShares UltraPro S&P 500 as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.