PWM
UPRO icon

Prosperity Wealth Management’s ProShares UltraPro S&P 500 UPRO Stock Holding History

Prosperity Wealth 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 		$2.76M Buy
23,807
+26
+0.1% +$2.97K 0.92% 18
2025
Q3 		$2.65M Sell
23,781
-13,058
-35% -$1.31M 0.9% 19
2025
Q2 		$3.37M Buy
+36,839
New +$2.74M 1.25% 14
2024
Q2 		– Sell
-55,670
Closed -$3.93M – 213
2024
Q1 		$3.93M Sell
55,670
-74,645
-57% -$4.61M 1.86% 8
2023
Q4 		$7.13M Sell
130,315
-69,688
-35% -$3.19M 4.67% 4
2023
Q3 		$8.23M Buy
200,003
+3,773
+2% +$178K 5.33% 3
2023
Q2 		$9.3M Buy
196,230
+32,227
+20% +$1.32M 6.09% 3
2023
Q1 		$6.33M Buy
164,003
+147,738
+908% +$5.37M 5.12% 3
2022
Q4 		$533K Buy
+16,265
New +$555K 0.53% 44

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 $77.3B 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 $5.39B AUM 21.2% 1-Year Est. Return