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Sound Income Strategies’s ProShares UltraPro S&P 500 UPRO Stock Holding History

Sound Income Strategies’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 		$959K Sell
6,762
-504
-7% -$66.7K 0.04% 213
2026
Q1 		$721K Hold
7,266
– – 0.03% 208
2025
Q4 		$873K Buy
+7,266
New +$830K 0.04% 196

Other funds holding UPRO

AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
SFA
Spectrum Financial Alliance Nicholasville, Kentucky $679M AUM 83.74% 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
RCSL
R2 Capital Strategies, LLC Lincoln, Nebraska $221M AUM
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
BTD
BankPlus Trust Department Jackson, Mississippi $428M AUM 26.85% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Sound Income Strategies's UPRO Position: Q2 2026 in Review

Sound Income Strategies reduced its ProShares UltraPro S&P 500 (UPRO) stake by 6.9% in Q2 2026, selling an estimated $66.7K and leaving 6,762 shares worth $959K. The position accounts for 0.04% of the portfolio, ranked #213.

Sound Income Strategies first reported a position in UPRO in Q4 2025 and has held it in 3 quarters since. 48 funds tracked by Wall St. Rank hold UPRO as of Q2 2026.

  • Sound Income Strategies held 6,762 shares of ProShares UltraPro S&P 500 worth $959K as of Q2 2026.
  • Sound Income Strategies sold 504 ProShares UltraPro S&P 500 shares in Q2 2026, an estimated $66.7K.
  • ProShares UltraPro S&P 500 made up 0.04% of Sound Income Strategies's portfolio in Q2 2026, its #213 holding.
  • Sound Income Strategies first reported a position in ProShares UltraPro S&P 500 in Q4 2025 and has held it in 3 quarters since.
  • 48 funds tracked by Wall St. Rank held ProShares UltraPro S&P 500 as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.