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Physician Wealth Advisors’s ProShares UltraPro S&P 500 UPRO Stock Holding History

Physician Wealth Advisors’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 		$251K Buy
1,771
+815
+85% +$108K 0.03% 189
2026
Q1 		$92.7K Buy
956
+11
+1% +$1.24K 0.01% 295
2025
Q4 		$109K Buy
945
+1
+0.1% +$114 0.02% 258
2025
Q3 		$105K Buy
944
+98
+12% +$9.85K 0.02% 265
2025
Q2 		$77.3K Buy
846
+424
+100% +$31.5K 0.01% 290
2025
Q1 		$31.2K Hold
422
– – 0.01% 411
2024
Q4 		$37.4K Buy
+422
New +$38.6K 0.01% 388

Other funds holding UPRO

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
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
RCSL
R2 Capital Strategies, LLC Lincoln, Nebraska $221M AUM
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
DC
DeDora Capital Napa, California $460M AUM 25.48% 1-Year Est. Return
BTD
BankPlus Trust Department Jackson, Mississippi $428M AUM 26.85% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Physician Wealth Advisors's UPRO Position: Q2 2026 in Review

Physician Wealth Advisors increased its ProShares UltraPro S&P 500 (UPRO) stake by 85% in Q2 2026, buying an estimated $108K and bringing the position to 1,771 shares worth $251K. The position accounts for 0.03% of the portfolio, ranked #189.

Physician Wealth Advisors first reported a position in UPRO in Q4 2024 and has held it in 7 quarters since. 61 funds tracked by Wall St. Rank hold UPRO as of Q2 2026.

  • Physician Wealth Advisors held 1,771 shares of ProShares UltraPro S&P 500 worth $251K as of Q2 2026.
  • Physician Wealth Advisors bought 815 ProShares UltraPro S&P 500 shares in Q2 2026, an estimated $108K.
  • ProShares UltraPro S&P 500 made up 0.03% of Physician Wealth Advisors's portfolio in Q2 2026, its #189 holding.
  • Physician Wealth Advisors first reported a position in ProShares UltraPro S&P 500 in Q4 2024 and has held it in 7 quarters since.
  • 61 funds tracked by Wall St. Rank held ProShares UltraPro S&P 500 as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.