MWM
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Mittelman Wealth Management’s ProShares UltraPro S&P 500 UPRO Stock Holding History

Mittelman Wealth Management’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 		$616K Hold
4,345
– – 0.41% 31
2026
Q1 		$421K Hold
4,345
– – 0.26% 40
2025
Q4 		$503K Hold
4,345
– – 0.33% 33
2025
Q3 		$484K Hold
4,345
– – 0.32% 33
2025
Q2 		$397K Buy
+4,345
New +$323K 0.34% 30

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

Mittelman Wealth Management's UPRO Position: Q2 2026 in Review

Mittelman Wealth Management held its ProShares UltraPro S&P 500 (UPRO) position steady in Q2 2026 at 4,345 shares worth $616K. The position accounts for 0.41% of the portfolio, ranked #31.

Mittelman Wealth Management first reported a position in UPRO in Q2 2025 and has held it in 5 quarters since. 140 funds tracked by Wall St. Rank hold UPRO as of Q2 2026.

  • Mittelman Wealth Management held 4,345 shares of ProShares UltraPro S&P 500 worth $616K as of Q2 2026.
  • Mittelman Wealth Management left its ProShares UltraPro S&P 500 share count unchanged in Q2 2026.
  • ProShares UltraPro S&P 500 made up 0.41% of Mittelman Wealth Management's portfolio in Q2 2026, its #31 holding.
  • Mittelman Wealth Management first reported a position in ProShares UltraPro S&P 500 in Q2 2025 and has held it in 5 quarters since.
  • 140 funds tracked by Wall St. Rank held ProShares UltraPro S&P 500 as of Q2 2026.

Based on Mittelman Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.