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

SignatureFD’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 Q3	$84K	Buy	572 +4	+0.7%	+$588	﹤0.01%	1655
2026 Q2	$80.6K	Buy	568 +180	+46%	+$23.8K	﹤0.01%	1575
2026 Q1	$37.7K	Buy	388 +70	+22%	+$7.91K	﹤0.01%	1893
2025 Q4	$36.8K	Sell	318 -96	-23%	-$11K	﹤0.01%	1822
2025 Q3	$46.2K	Hold	414	–	–	﹤0.01%	1677
2025 Q2	$37.9K	Sell	414 -1,039	-72%	-$77.1K	﹤0.01%	1738
2025 Q1	$107K	Buy	1,453 +414	+40%	+$36.4K	﹤0.01%	1175
2024 Q4	$92.1K	Hold	1,039	–	–	﹤0.01%	1274
2024 Q3	$89.6K	Hold	1,039	–	–	﹤0.01%	1272
2024 Q2	$79.9K	Hold	1,039	–	–	﹤0.01%	1280
2024 Q1	$73.3K	Hold	1,039	–	–	﹤0.01%	1360
2023 Q4	$56.9K	Hold	1,039	–	–	﹤0.01%	1390
2023 Q3	$42.8K	Hold	1,039	–	–	﹤0.01%	1469
2023 Q2	$49.2K	Hold	1,039	–	–	﹤0.01%	1448
2023 Q1	$40.1K	Hold	1,039	–	–	﹤0.01%	1503
2022 Q4	$34.1K	Hold	1,039	–	–	﹤0.01%	1546
2022 Q3	$30K	Hold	1,039	–	–	﹤0.01%	1556
2022 Q2	$36K	Hold	1,039	–	–	﹤0.01%	1477
2022 Q1	$66K	Buy	1,039 +339	+48%	+$21K	﹤0.01%	1236
2021 Q4	$53K	Hold	700	–	–	﹤0.01%	1316
2021 Q3	$40K	Buy	700 +200	+40%	+$12.4K	﹤0.01%	1430
2021 Q2	$28K	Hold	500	–	–	﹤0.01%	1584
2021 Q1	$23K	Hold	500	–	–	﹤0.01%	1523
2020 Q4	$19K	Buy	+500	New	+$16.5K	﹤0.01%	1475

Other funds holding UPRO

Turner Capital Investments Austin, Texas $118M AUM

RCS

R2 Capital Strategies Lincoln, Nebraska $236M AUM

Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

DeDora Capital Napa, California $448M AUM 15.92% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return

Ellis Investment Partners Berwyn, Pennsylvania $669M AUM 16.26% 1-Year Est. Return

Genesee Capital Advisors Auburn, New York $318M AUM 26.07% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

SignatureFD's UPRO Position: Q3 2026 in Review

SignatureFD increased its ProShares UltraPro S&P 500 (UPRO) stake by 0.7% in Q3 2026, buying an estimated $588 and bringing the position to 572 shares worth $84K. The position accounts for ﹤0.01% of the portfolio, ranked #1655.

SignatureFD first reported a position in UPRO in Q4 2020 and has held it in 24 quarters since. The position peaked at $107K in Q1 2025. 42 funds tracked by Wall St. Rank hold UPRO as of Q3 2026.

SignatureFD held 572 shares of ProShares UltraPro S&P 500 worth $84K as of Q3 2026.
SignatureFD bought 4 ProShares UltraPro S&P 500 shares in Q3 2026, an estimated $588.
ProShares UltraPro S&P 500 made up ﹤0.01% of SignatureFD's portfolio in Q3 2026, its #1655 holding.
SignatureFD first reported a position in ProShares UltraPro S&P 500 in Q4 2020 and has held it in 24 quarters since.
SignatureFD's ProShares UltraPro S&P 500 position peaked at $107K in Q1 2025.
42 funds tracked by Wall St. Rank held ProShares UltraPro S&P 500 as of Q3 2026.

Based on SignatureFD's 13F filing for Q3 2026, filed 23 Oct 2026.