Northwestern Mutual Wealth Management
UPRO icon

Northwestern Mutual Wealth Management’s ProShares UltraPro S&P 500 UPRO Stock Holding History

Northwestern Mutual 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 		$272K Hold
1,915
– – ﹤0.01% 1869
2026
Q1 		$186K Hold
1,915
– – ﹤0.01% 1937
2025
Q4 		$222K Sell
1,915
-48
-2% -$5.49K ﹤0.01% 1821
2025
Q3 		$219K Buy
1,963
+21
+1% +$2.11K ﹤0.01% 1759
2025
Q2 		$178K Hold
1,942
– – ﹤0.01% 1793
2025
Q1 		$144K Sell
1,942
-13
-0.7% -$1.14K ﹤0.01% 1797
2024
Q4 		$173K Hold
1,955
– – ﹤0.01% 1715
2024
Q3 		$169K Sell
1,955
-12
-0.6% -$943 ﹤0.01% 1691
2024
Q2 		$151K Hold
1,967
– – ﹤0.01% 1666
2024
Q1 		$139K Hold
1,967
– – ﹤0.01% 1692
2023
Q4 		$108K Sell
1,967
-50
-2% -$2.29K ﹤0.01% 1761
2023
Q3 		$83K Hold
2,017
– – ﹤0.01% 1784
2023
Q2 		$95.6K Hold
2,017
– – ﹤0.01% 1738
2023
Q1 		$77.8K Hold
2,017
– – ﹤0.01% 1782
2022
Q4 		$66.1K Sell
2,017
-30
-1% -$1.02K ﹤0.01% 1823
2022
Q3 		$58K Buy
2,047
+30
+1% +$1.2K ﹤0.01% 1849
2022
Q2 		$70K Sell
2,017
-23
-1% -$1.07K ﹤0.01% 1788
2022
Q1 		$130K Hold
2,040
– – ﹤0.01% 1598
2021
Q4 		$156K Hold
2,040
– – ﹤0.01% 1536
2021
Q3 		$116K Hold
2,040
– – ﹤0.01% 1567
2021
Q2 		$116K Hold
2,040
– – ﹤0.01% 1531
2021
Q1 		$92K Hold
2,040
– – ﹤0.01% 1521
2020
Q4 		$78K Hold
2,040
– – ﹤0.01% 1493
2020
Q3 		$57K Hold
2,040
– – ﹤0.01% 1456
2020
Q2 		$45K Buy
+2,040
New +$39.7K ﹤0.01% 1482

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

Northwestern Mutual Wealth Management's UPRO Position: Q2 2026 in Review

Northwestern Mutual Wealth Management held its ProShares UltraPro S&P 500 (UPRO) position steady in Q2 2026 at 1,915 shares worth $272K. The position accounts for ﹤0.01% of the portfolio, ranked #1869.

Northwestern Mutual Wealth Management first reported a position in UPRO in Q2 2020 and has held it in 25 quarters since. 138 funds tracked by Wall St. Rank hold UPRO as of Q2 2026.

  • Northwestern Mutual Wealth Management held 1,915 shares of ProShares UltraPro S&P 500 worth $272K as of Q2 2026.
  • Northwestern Mutual Wealth Management left its ProShares UltraPro S&P 500 share count unchanged in Q2 2026.
  • ProShares UltraPro S&P 500 made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #1869 holding.
  • Northwestern Mutual Wealth Management first reported a position in ProShares UltraPro S&P 500 in Q2 2020 and has held it in 25 quarters since.
  • 138 funds tracked by Wall St. Rank held ProShares UltraPro S&P 500 as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.