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Precedent Wealth Partners’s ProShares UltraPro S&P 500 UPRO Stock Holding History

Precedent 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
2025
Q3 		– Sell
-3,264
Closed -$298K – 177
2025
Q2 		$298K Buy
+3,264
New +$242K 0.07% 148

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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Precedent Wealth Partners's UPRO Position: Q3 2025 in Review

Precedent Wealth Partners sold out of ProShares UltraPro S&P 500 (UPRO) in Q3 2025, closing a stake of 3,264 shares — an estimated $298K sold.

Precedent Wealth Partners first reported a position in UPRO in Q2 2025 and held it in 1 quarter. The position peaked at $298K in Q2 2025. 128 funds tracked by Wall St. Rank hold UPRO as of Q3 2025.

  • Precedent Wealth Partners reported no remaining ProShares UltraPro S&P 500 position as of Q3 2025 after selling out during the quarter.
  • Precedent Wealth Partners sold 3,264 ProShares UltraPro S&P 500 shares in Q3 2025, an estimated $298K.
  • Precedent Wealth Partners first reported a position in ProShares UltraPro S&P 500 in Q2 2025 and held it in 1 quarter.
  • Precedent Wealth Partners's ProShares UltraPro S&P 500 position peaked at $298K in Q2 2025.
  • 128 funds tracked by Wall St. Rank held ProShares UltraPro S&P 500 as of Q3 2025.

Based on Precedent Wealth Partners's 13F filing for Q3 2025, filed 14 Oct 2025.