Mercer Global Advisors’s ProShares UltraPro S&P 500 UPRO Stock Holding History

Mercer Global 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 Q1	$408K	Sell	4,210 -367	-8%	-$41.5K	﹤0.01%	2146
2025 Q4	$530K	Buy	4,577 +624	+16%	+$71.3K	﹤0.01%	1816
2025 Q3	$441K	Buy	3,953 +926	+31%	+$93.1K	﹤0.01%	1833
2025 Q2	$277K	Sell	3,027 -4,195	-58%	-$311K	﹤0.01%	1896
2025 Q1	$534K	Buy	+7,222	New	+$634K	﹤0.01%	1439
2024 Q1	–	Sell	-9,347	Closed	-$512K	–	2146
2023 Q4	$512K	Buy	+9,347	New	+$428K	﹤0.01%	1317

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

Mercer Global Advisors's UPRO Position: Q1 2026 in Review

Mercer Global Advisors reduced its ProShares UltraPro S&P 500 (UPRO) stake by 8% in Q1 2026, selling an estimated $41.5K and leaving 4,210 shares worth $408K. The position accounts for ﹤0.01% of the portfolio, ranked #2146.

Mercer Global Advisors first reported a position in UPRO in Q4 2023 and has held it in 6 quarters since. The position peaked at $534K in Q1 2025. 120 funds tracked by Wall St. Rank hold UPRO as of Q1 2026.

Mercer Global Advisors held 4,210 shares of ProShares UltraPro S&P 500 worth $408K as of Q1 2026.
Mercer Global Advisors sold 367 ProShares UltraPro S&P 500 shares in Q1 2026, an estimated $41.5K.
ProShares UltraPro S&P 500 made up ﹤0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #2146 holding.
Mercer Global Advisors first reported a position in ProShares UltraPro S&P 500 in Q4 2023 and has held it in 6 quarters since.
Mercer Global Advisors's ProShares UltraPro S&P 500 position peaked at $534K in Q1 2025.
120 funds tracked by Wall St. Rank held ProShares UltraPro S&P 500 as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.