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 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

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

ORG Wealth Partners's UPRO Position: Q1 2026 in Review

ORG Wealth Partners increased its ProShares UltraPro S&P 500 (UPRO) stake by 0.4% in Q1 2026, buying an estimated $113 and bringing the position to 252 shares worth $24.5K. The position accounts for ﹤0.01% of the portfolio, ranked #397.

ORG Wealth Partners first reported a position in UPRO in Q3 2024 and has held it in 7 quarters since. The position peaked at $54.4K in Q3 2024. 120 funds tracked by Wall St. Rank hold UPRO as of Q1 2026.

ORG Wealth Partners held 252 shares of ProShares UltraPro S&P 500 worth $24.5K as of Q1 2026.
ORG Wealth Partners bought 1 ProShares UltraPro S&P 500 share in Q1 2026, an estimated $113.
ProShares UltraPro S&P 500 made up ﹤0.01% of ORG Wealth Partners's portfolio in Q1 2026, its #397 holding.
ORG Wealth Partners first reported a position in ProShares UltraPro S&P 500 in Q3 2024 and has held it in 7 quarters since.
ORG Wealth Partners's ProShares UltraPro S&P 500 position peaked at $54.4K in Q3 2024.
120 funds tracked by Wall St. Rank held ProShares UltraPro S&P 500 as of Q1 2026.

Based on ORG Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.