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 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

RAM

Revere Asset Management Dallas, Texas $195M AUM 80.44% 1-Year Est. Return

RCM

Ridgepath Capital Management Knoxville, Tennessee $201M AUM 10.5% 1-Year Est. Return

SFA

Spectrum Financial Alliance Nicholasville, Kentucky $520M AUM 48.03% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

MSG

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

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MFA

Millington Financial Advisors Naperville, Illinois $237M AUM 22.22% 1-Year Est. Return

Mark Sheptoff Financial Planning's UPRO Position: Q1 2026 in Review

Mark Sheptoff Financial Planning reduced its ProShares UltraPro S&P 500 (UPRO) stake by 50% in Q1 2026, selling an estimated $25.4K and leaving 227 shares worth $30K. The position accounts for 0.02% of the portfolio, ranked #226.

Mark Sheptoff Financial Planning first reported a position in UPRO in Q4 2023 and has held it in 10 quarters since. The position peaked at $52.4K in Q4 2025. 120 funds tracked by Wall St. Rank hold UPRO as of Q1 2026.

Mark Sheptoff Financial Planning held 227 shares of ProShares UltraPro S&P 500 worth $30K as of Q1 2026.
Mark Sheptoff Financial Planning sold 225 ProShares UltraPro S&P 500 shares in Q1 2026, an estimated $25.4K.
ProShares UltraPro S&P 500 made up 0.02% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #226 holding.
Mark Sheptoff Financial Planning first reported a position in ProShares UltraPro S&P 500 in Q4 2023 and has held it in 10 quarters since.
Mark Sheptoff Financial Planning's ProShares UltraPro S&P 500 position peaked at $52.4K in Q4 2025.
120 funds tracked by Wall St. Rank held ProShares UltraPro S&P 500 as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.