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PFG Investments’s ProShares UltraPro S&P 500 UPRO Stock Holding History

PFG Investments’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
2025
Q2 		– Sell
-2,841
Closed -$210K – 1128
2025
Q1 		$210K Sell
2,841
-25
-0.9% -$2.19K 0.01% 858
2024
Q4 		$254K Sell
2,866
-138
-5% -$12.6K 0.02% 784
2024
Q3 		$259K Buy
3,004
+276
+10% +$21.7K 0.02% 785
2024
Q2 		$210K Buy
+2,728
New +$189K 0.02% 805

Other funds holding UPRO

PFM
Potomac Fund Management Miami, Florida $3.97B AUM 18.34% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 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
RAM
Revere Asset Management Dallas, Texas $261M AUM 104.77% 1-Year Est. Return
SFA
Spectrum Financial Alliance Nicholasville, Kentucky $679M AUM 83.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

PFG Investments's UPRO Position: Q2 2025 in Review

PFG Investments sold out of ProShares UltraPro S&P 500 (UPRO) in Q2 2025, closing a stake of 2,841 shares — an estimated $210K sold.

PFG Investments first reported a position in UPRO in Q2 2024 and held it in 4 quarters. The position peaked at $259K in Q3 2024. 116 funds tracked by Wall St. Rank hold UPRO as of Q2 2025.

  • PFG Investments reported no remaining ProShares UltraPro S&P 500 position as of Q2 2025 after selling out during the quarter.
  • PFG Investments sold 2,841 ProShares UltraPro S&P 500 shares in Q2 2025, an estimated $210K.
  • PFG Investments first reported a position in ProShares UltraPro S&P 500 in Q2 2024 and held it in 4 quarters.
  • PFG Investments's ProShares UltraPro S&P 500 position peaked at $259K in Q3 2024.
  • 116 funds tracked by Wall St. Rank held ProShares UltraPro S&P 500 as of Q2 2025.

Based on PFG Investments's 13F filing for Q2 2025, filed 18 Jul 2025.