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Pinnacle Wealth Planning Services’s ProShares UltraPro S&P 500 UPRO Stock Holding History

Pinnacle Wealth Planning Services’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 		$12.5K Hold
88
– – ﹤0.01% 1982
2026
Q1 		$8.53K Hold
88
– – ﹤0.01% 2063
2025
Q4 		$10.2K Buy
+88
New +$10.1K ﹤0.01% 2005

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

Pinnacle Wealth Planning Services's UPRO Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its ProShares UltraPro S&P 500 (UPRO) position steady in Q2 2026 at 88 shares worth $12.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1982.

Pinnacle Wealth Planning Services first reported a position in UPRO in Q4 2025 and has held it in 3 quarters since. 140 funds tracked by Wall St. Rank hold UPRO as of Q2 2026.

  • Pinnacle Wealth Planning Services held 88 shares of ProShares UltraPro S&P 500 worth $12.5K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its ProShares UltraPro S&P 500 share count unchanged in Q2 2026.
  • ProShares UltraPro S&P 500 made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1982 holding.
  • Pinnacle Wealth Planning Services first reported a position in ProShares UltraPro S&P 500 in Q4 2025 and has held it in 3 quarters since.
  • 140 funds tracked by Wall St. Rank held ProShares UltraPro S&P 500 as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.