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Mark Sheptoff Financial Planning’s ProShares UltraPro S&P 500 UPRO Stock Holding History

Mark Sheptoff Financial Planning’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 		$32.2K Hold
227
– – 0.02% 224
2026
Q1 		$30K Sell
227
-225
-50% -$25.4K 0.02% 226
2025
Q4 		$52.4K Hold
452
– – 0.03% 193
2025
Q3 		$50.4K Hold
452
– – 0.02% 192
2025
Q2 		$41.4K Hold
452
– – 0.02% 200
2025
Q1 		$33.4K Hold
452
– – 0.02% 198
2024
Q4 		$40.1K Hold
452
– – 0.02% 190
2024
Q3 		$39K Hold
452
– – 0.02% 186
2024
Q2 		$34.8K Hold
452
– – 0.02% 206
2024
Q1 		$31.9K Hold
452
– – 0.02% 201
2023
Q4 		$24.8K Buy
+452
New +$20.7K 0.01% 211

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

Mark Sheptoff Financial Planning's UPRO Position: Q2 2026 in Review

Mark Sheptoff Financial Planning held its ProShares UltraPro S&P 500 (UPRO) position steady in Q2 2026 at 227 shares worth $32.2K. The position accounts for 0.02% of the portfolio, ranked #224.

Mark Sheptoff Financial Planning first reported a position in UPRO in Q4 2023 and has held it in 11 quarters since. The position peaked at $52.4K in Q4 2025. 139 funds tracked by Wall St. Rank hold UPRO as of Q2 2026.

  • Mark Sheptoff Financial Planning held 227 shares of ProShares UltraPro S&P 500 worth $32.2K as of Q2 2026.
  • Mark Sheptoff Financial Planning left its ProShares UltraPro S&P 500 share count unchanged in Q2 2026.
  • ProShares UltraPro S&P 500 made up 0.02% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #224 holding.
  • Mark Sheptoff Financial Planning first reported a position in ProShares UltraPro S&P 500 in Q4 2023 and has held it in 11 quarters since.
  • Mark Sheptoff Financial Planning's ProShares UltraPro S&P 500 position peaked at $52.4K in Q4 2025.
  • 139 funds tracked by Wall St. Rank held ProShares UltraPro S&P 500 as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.