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Rise Advisors’s ProShares UltraPro S&P 500 UPRO Stock Holding History

Rise Advisors’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
-723
Closed -$80.6K – 1355
2025
Q3 		$80.6K Buy
723
+3
+0.4% +$302 0.03% 186
2025
Q2 		$65.8K Buy
720
+2
+0.3% +$148 0.03% 205
2025
Q1 		$53.1K Hold
718
– – 0.02% 218
2024
Q4 		$63.6K Buy
718
+4
+0.6% +$366 0.03% 190
2024
Q3 		$61.5K Buy
714
+2
+0.3% +$157 0.03% 202
2024
Q2 		$54.7K Hold
712
– – 0.03% 223
2024
Q1 		$50.2K Buy
712
+1
+0.1% +$62 0.03% 231
2023
Q4 		$38.9K Buy
711
+201
+39% +$9.21K 0.03% 187
2023
Q3 		$21K Buy
510
+1
+0.2% +$47 0.02% 226
2023
Q2 		$24.1K Buy
509
+19
+4% +$776 0.02% 218
2023
Q1 		$18.9K Buy
490
+130
+36% +$4.73K 0.01% 259
2022
Q4 		$11.8K Sell
360
-1,598
-82% -$54.6K 0.01% 329
2022
Q3 		$56K Sell
1,958
-145
-7% -$5.81K 0.05% 136
2022
Q2 		$73K Buy
2,103
+108
+5% +$5.04K 0.07% 116
2022
Q1 		$127K Buy
+1,995
New +$124K 0.11% 82

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

Rise Advisors's UPRO Position: Q4 2025 in Review

Rise Advisors sold out of ProShares UltraPro S&P 500 (UPRO) in Q4 2025, closing a stake of 723 shares — an estimated $80.6K sold.

Rise Advisors first reported a position in UPRO in Q1 2022 and held it in 15 quarters. The position peaked at $127K in Q1 2022. 145 funds tracked by Wall St. Rank hold UPRO as of Q4 2025.

  • Rise Advisors reported no remaining ProShares UltraPro S&P 500 position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 723 ProShares UltraPro S&P 500 shares in Q4 2025, an estimated $80.6K.
  • Rise Advisors first reported a position in ProShares UltraPro S&P 500 in Q1 2022 and held it in 15 quarters.
  • Rise Advisors's ProShares UltraPro S&P 500 position peaked at $127K in Q1 2022.
  • 145 funds tracked by Wall St. Rank held ProShares UltraPro S&P 500 as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.