MFGM
UPRO icon

Marshall Financial Group (Maryland)’s ProShares UltraPro S&P 500 UPRO Stock Holding History

Marshall Financial Group (Maryland)’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
2025
Q3 		– Sell
-11,717
Closed -$1.08M – 266
2025
Q2 		$1.08M Buy
+11,717
New +$870K 0.21% 108

Other funds holding UPRO

PFM
Potomac Fund Management Miami, Florida $3.97B AUM 18.34% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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
RAM
Revere Asset Management Dallas, Texas $261M AUM 104.77% 1-Year Est. Return
SFA
Spectrum Financial Alliance Nicholasville, Kentucky $679M AUM 83.74% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Marshall Financial Group (Maryland)'s UPRO Position: Q3 2025 in Review

Marshall Financial Group (Maryland) sold out of ProShares UltraPro S&P 500 (UPRO) in Q3 2025, closing a stake of 11,717 shares — an estimated $1.08M sold.

Marshall Financial Group (Maryland) first reported a position in UPRO in Q2 2025 and held it in 1 quarter. The position peaked at $1.08M in Q2 2025. 128 funds tracked by Wall St. Rank hold UPRO as of Q3 2025.

  • Marshall Financial Group (Maryland) reported no remaining ProShares UltraPro S&P 500 position as of Q3 2025 after selling out during the quarter.
  • Marshall Financial Group (Maryland) sold 11,717 ProShares UltraPro S&P 500 shares in Q3 2025, an estimated $1.08M.
  • Marshall Financial Group (Maryland) first reported a position in ProShares UltraPro S&P 500 in Q2 2025 and held it in 1 quarter.
  • Marshall Financial Group (Maryland)'s ProShares UltraPro S&P 500 position peaked at $1.08M in Q2 2025.
  • 128 funds tracked by Wall St. Rank held ProShares UltraPro S&P 500 as of Q3 2025.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q3 2025, filed 8 Oct 2025.