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

Segment 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
2026
Q2 		$293K Hold
2,065
– – 0.02% 273
2026
Q1 		$200K Buy
2,065
+240
+13% +$27.1K 0.01% 307
2025
Q4 		$211K Hold
1,825
– – 0.01% 306
2025
Q3 		$203K Buy
+1,825
New +$183K 0.01% 279

Other funds holding UPRO

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
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
DC
DeDora Capital Napa, California $460M AUM 25.48% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
WP
Westmount Partners Los Angeles, California $457M AUM 31.05% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Segment Wealth Management's UPRO Position: Q2 2026 in Review

Segment Wealth Management held its ProShares UltraPro S&P 500 (UPRO) position steady in Q2 2026 at 2,065 shares worth $293K. The position accounts for 0.02% of the portfolio, ranked #273.

Segment Wealth Management first reported a position in UPRO in Q3 2025 and has held it in 4 quarters since. 23 funds tracked by Wall St. Rank hold UPRO as of Q2 2026.

  • Segment Wealth Management held 2,065 shares of ProShares UltraPro S&P 500 worth $293K as of Q2 2026.
  • Segment Wealth Management left its ProShares UltraPro S&P 500 share count unchanged in Q2 2026.
  • ProShares UltraPro S&P 500 made up 0.02% of Segment Wealth Management's portfolio in Q2 2026, its #273 holding.
  • Segment Wealth Management first reported a position in ProShares UltraPro S&P 500 in Q3 2025 and has held it in 4 quarters since.
  • 23 funds tracked by Wall St. Rank held ProShares UltraPro S&P 500 as of Q2 2026.

Based on Segment Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.