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Meramec Financial Planners’s ProShares UltraPro S&P 500 UPRO Stock Holding History

Meramec Financial Planners’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 		$280K Hold
2,057
– – 0.1% 101
2026
Q1 		$256K Hold
2,057
– – 0.1% 103
2025
Q4 		$244K Buy
+2,057
New +$235K 0.1% 111

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

Meramec Financial Planners's UPRO Position: Q2 2026 in Review

Meramec Financial Planners held its ProShares UltraPro S&P 500 (UPRO) position steady in Q2 2026 at 2,057 shares worth $280K. The position accounts for 0.1% of the portfolio, ranked #101.

Meramec Financial Planners first reported a position in UPRO in Q4 2025 and has held it in 3 quarters since. 138 funds tracked by Wall St. Rank hold UPRO as of Q2 2026.

  • Meramec Financial Planners held 2,057 shares of ProShares UltraPro S&P 500 worth $280K as of Q2 2026.
  • Meramec Financial Planners left its ProShares UltraPro S&P 500 share count unchanged in Q2 2026.
  • ProShares UltraPro S&P 500 made up 0.1% of Meramec Financial Planners's portfolio in Q2 2026, its #101 holding.
  • Meramec Financial Planners first reported a position in ProShares UltraPro S&P 500 in Q4 2025 and has held it in 3 quarters since.
  • 138 funds tracked by Wall St. Rank held ProShares UltraPro S&P 500 as of Q2 2026.

Based on Meramec Financial Planners's 13F filing for Q2 2026, filed 29 Jul 2026.