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Potomac Fund Management’s ProShares UltraPro S&P 500 UPRO Stock Holding History

Potomac Fund Management’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
Q4 		– Sell
-2,095,597
Closed -$234M – 117
2025
Q3 		$234M Sell
2,095,597
-1,090,435
-34% -$110M 9.89% 4
2025
Q2 		$291M Buy
+3,186,032
New +$237M 16.65% 3

Other funds holding UPRO

HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
TCI
Turner Capital Investments Austin, Texas $421K AUM
RCM
Ridgepath Capital Management Knoxville, Tennessee $201M AUM 10.5% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return
RAM
Revere Asset Management Dallas, Texas $195M AUM 80.44% 1-Year Est. Return
RVM
Robinson Value Management San Antonio, Texas $180M AUM 24.17% 1-Year Est. Return
SFA
Spectrum Financial Alliance Nicholasville, Kentucky $520M AUM 48.03% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

Potomac Fund Management's UPRO Position: Q4 2025 in Review

Potomac Fund Management sold out of ProShares UltraPro S&P 500 (UPRO) in Q4 2025, closing a stake of 2,095,597 shares — an estimated $234M sold.

Potomac Fund Management first reported a position in UPRO in Q2 2025 and held it in 2 quarters. The position peaked at $291M in Q2 2025. 145 funds tracked by Wall St. Rank hold UPRO as of Q4 2025.

  • Potomac Fund Management reported no remaining ProShares UltraPro S&P 500 position as of Q4 2025 after selling out during the quarter.
  • Potomac Fund Management sold 2,095,597 ProShares UltraPro S&P 500 shares in Q4 2025, an estimated $234M.
  • Potomac Fund Management first reported a position in ProShares UltraPro S&P 500 in Q2 2025 and held it in 2 quarters.
  • Potomac Fund Management's ProShares UltraPro S&P 500 position peaked at $291M in Q2 2025.
  • 145 funds tracked by Wall St. Rank held ProShares UltraPro S&P 500 as of Q4 2025.

Based on Potomac Fund Management's 13F filing for Q4 2025, filed 13 Feb 2026.