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

Mayflower Financial Advisors’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	$286K	Sell	2,016 -765	-28%	-$101K	0.02%	389
2026 Q1	$270K	Sell	2,781 -43	-2%	-$4.86K	0.03%	372
2025 Q4	$327K	Sell	2,824 -66	-2%	-$7.54K	0.04%	326
2025 Q3	$322K	Sell	2,890 -77	-3%	-$7.74K	0.04%	327
2025 Q2	$271K	Buy	+2,967	New	+$220K	0.04%	329
2025 Q1	–	Sell	-2,599	Closed	-$230K	–	400
2024 Q4	$230K	Buy	+2,599	New	+$238K	0.03%	348

Other funds holding UPRO

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

EMAM

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

DeDora Capital Napa, California $460M AUM 25.48% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Westmount Partners Los Angeles, California $457M AUM 31.05% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

AFA

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Mayflower Financial Advisors's UPRO Position: Q2 2026 in Review

Mayflower Financial Advisors reduced its ProShares UltraPro S&P 500 (UPRO) stake by 28% in Q2 2026, selling an estimated $101K and leaving 2,016 shares worth $286K. The position accounts for 0.02% of the portfolio, ranked #389.

Mayflower Financial Advisors first reported a position in UPRO in Q4 2024 and has held it in 6 quarters since. The position peaked at $327K in Q4 2025. 23 funds tracked by Wall St. Rank hold UPRO as of Q2 2026.

Mayflower Financial Advisors held 2,016 shares of ProShares UltraPro S&P 500 worth $286K as of Q2 2026.
Mayflower Financial Advisors sold 765 ProShares UltraPro S&P 500 shares in Q2 2026, an estimated $101K.
ProShares UltraPro S&P 500 made up 0.02% of Mayflower Financial Advisors's portfolio in Q2 2026, its #389 holding.
Mayflower Financial Advisors first reported a position in ProShares UltraPro S&P 500 in Q4 2024 and has held it in 6 quarters since.
Mayflower Financial Advisors's ProShares UltraPro S&P 500 position peaked at $327K in Q4 2025.
23 funds tracked by Wall St. Rank held ProShares UltraPro S&P 500 as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.