MWM
UPRO icon

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
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

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
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
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
UBS Group
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

Mittelman Wealth Management's UPRO Position: Q1 2026 in Review

Mittelman Wealth Management held its ProShares UltraPro S&P 500 (UPRO) position steady in Q1 2026 at 4,345 shares worth $421K. The position accounts for 0.26% of the portfolio, ranked #40.

Mittelman Wealth Management first reported a position in UPRO in Q2 2025 and has held it in 4 quarters since. The position peaked at $503K in Q4 2025. 120 funds tracked by Wall St. Rank hold UPRO as of Q1 2026.

  • Mittelman Wealth Management held 4,345 shares of ProShares UltraPro S&P 500 worth $421K as of Q1 2026.
  • Mittelman Wealth Management left its ProShares UltraPro S&P 500 share count unchanged in Q1 2026.
  • ProShares UltraPro S&P 500 made up 0.26% of Mittelman Wealth Management's portfolio in Q1 2026, its #40 holding.
  • Mittelman Wealth Management first reported a position in ProShares UltraPro S&P 500 in Q2 2025 and has held it in 4 quarters since.
  • Mittelman Wealth Management's ProShares UltraPro S&P 500 position peaked at $503K in Q4 2025.
  • 120 funds tracked by Wall St. Rank held ProShares UltraPro S&P 500 as of Q1 2026.

Based on Mittelman Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.