OWP
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ORG Wealth Partners’s ProShares UltraPro S&P 500 UPRO Stock Holding History

ORG Wealth Partners’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 		$35.9K Hold
252
– – 0.01% 379
2026
Q1 		$24.5K Buy
252
+1
+0.4% +$113 ﹤0.01% 397
2025
Q4 		$29.2K Hold
251
– – 0.01% 358
2025
Q3 		$28K Buy
251
+1
+0.4% +$101 0.01% 356
2025
Q2 		$22.9K Hold
250
– – 0.01% 414
2025
Q1 		$18.7K Hold
250
– – 0.01% 459
2024
Q4 		$22.2K Sell
250
-381
-60% -$34.9K 0.01% 332
2024
Q3 		$54.4K Buy
+631
New +$49.6K 0.02% 242

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

ORG Wealth Partners's UPRO Position: Q2 2026 in Review

ORG Wealth Partners held its ProShares UltraPro S&P 500 (UPRO) position steady in Q2 2026 at 252 shares worth $35.9K. The position accounts for 0.01% of the portfolio, ranked #379.

ORG Wealth Partners first reported a position in UPRO in Q3 2024 and has held it in 8 quarters since. The position peaked at $54.4K in Q3 2024. 139 funds tracked by Wall St. Rank hold UPRO as of Q2 2026.

  • ORG Wealth Partners held 252 shares of ProShares UltraPro S&P 500 worth $35.9K as of Q2 2026.
  • ORG Wealth Partners left its ProShares UltraPro S&P 500 share count unchanged in Q2 2026.
  • ProShares UltraPro S&P 500 made up 0.01% of ORG Wealth Partners's portfolio in Q2 2026, its #379 holding.
  • ORG Wealth Partners first reported a position in ProShares UltraPro S&P 500 in Q3 2024 and has held it in 8 quarters since.
  • ORG Wealth Partners's ProShares UltraPro S&P 500 position peaked at $54.4K in Q3 2024.
  • 139 funds tracked by Wall St. Rank held ProShares UltraPro S&P 500 as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.