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 Q3	$37.2K	Buy	253 +1	+0.4%	+$147	0.01%	450
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

Ridgepath Capital Management Knoxville, Tennessee $182M AUM 7.73% 1-Year Est. Return

SFA

Spectrum Financial Alliance Nicholasville, Kentucky $692M AUM 56.38% 1-Year Est. Return

Turner Capital Investments Austin, Texas $118M AUM

Main Street Group Glen Allen, Virginia $445M AUM 22.95% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $4.69B AUM 22.36% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

RCS

R2 Capital Strategies Lincoln, Nebraska $236M AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Golden State Equity Partners South Coast Metro, California $1.7B AUM 14.02% 1-Year Est. Return

Uniting Wealth Partners Mission, Kansas $472M AUM 20.18% 1-Year Est. Return

ORG Wealth Partners's UPRO Position: Q3 2026 in Review

ORG Wealth Partners increased its ProShares UltraPro S&P 500 (UPRO) stake by 0.4% in Q3 2026, buying an estimated $147 and bringing the position to 253 shares worth $37.2K. The position accounts for 0.01% of the portfolio, ranked #450.

ORG Wealth Partners first reported a position in UPRO in Q3 2024 and has held it in 9 quarters since. The position peaked at $54.4K in Q3 2024. 80 funds tracked by Wall St. Rank hold UPRO as of Q3 2026.

ORG Wealth Partners held 253 shares of ProShares UltraPro S&P 500 worth $37.2K as of Q3 2026.
ORG Wealth Partners bought 1 ProShares UltraPro S&P 500 share in Q3 2026, an estimated $147.
ProShares UltraPro S&P 500 made up 0.01% of ORG Wealth Partners's portfolio in Q3 2026, its #450 holding.
ORG Wealth Partners first reported a position in ProShares UltraPro S&P 500 in Q3 2024 and has held it in 9 quarters since.
ORG Wealth Partners's ProShares UltraPro S&P 500 position peaked at $54.4K in Q3 2024.
80 funds tracked by Wall St. Rank held ProShares UltraPro S&P 500 as of Q3 2026.

Based on ORG Wealth Partners's 13F filing for Q3 2026, filed 3 Nov 2026.