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	4.64%	4
2023 Q3	$8.23M	Buy	200,003 +3,773	+2%	+$178K	5.3%	3
2023 Q2	$9.3M	Buy	196,230 +32,227	+20%	+$1.32M	6.02%	3
2023 Q1	$6.33M	Buy	164,003 +147,738	+908%	+$5.37M	5.01%	3
2022 Q4	$533K	Buy	+16,265	New	+$555K	0.5%	44

Other funds holding UPRO

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

TCI

Turner Capital Investments Austin, Texas $421K AUM

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 $195M AUM 80.44% 1-Year Est. Return

RVM

Robinson Value Management San Antonio, Texas $187M AUM 26.16% 1-Year Est. Return

SFA

Spectrum Financial Alliance Nicholasville, Kentucky $679M AUM 83.74% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

MSG

Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

Prosperity Wealth Management's UPRO Position: Q4 2025 in Review

Prosperity Wealth Management increased its ProShares UltraPro S&P 500 (UPRO) stake by 0.11% in Q4 2025, buying an estimated $2.97K and bringing the position to 23,807 shares worth $2.76M. The position accounts for 0.92% of the portfolio, ranked #18.

Prosperity Wealth Management first reported a position in UPRO in Q4 2022 and has held it in 9 quarters since. The position peaked at $9.3M in Q2 2023. 145 funds tracked by Wall St. Rank hold UPRO as of Q4 2025.

Prosperity Wealth Management held 23,807 shares of ProShares UltraPro S&P 500 worth $2.76M as of Q4 2025.
Prosperity Wealth Management bought 26 ProShares UltraPro S&P 500 shares in Q4 2025, an estimated $2.97K.
ProShares UltraPro S&P 500 made up 0.92% of Prosperity Wealth Management's portfolio in Q4 2025, its #18 holding.
Prosperity Wealth Management first reported a position in ProShares UltraPro S&P 500 in Q4 2022 and has held it in 9 quarters since.
Prosperity Wealth Management's ProShares UltraPro S&P 500 position peaked at $9.3M in Q2 2023.
145 funds tracked by Wall St. Rank held ProShares UltraPro S&P 500 as of Q4 2025.

Based on Prosperity Wealth Management's 13F filing for Q4 2025, filed 27 Mar 2026.