Steward Partners Investment Advisory’s ProShares UltraPro S&P 500 UPRO Stock Holding History

Steward Partners Investment Advisory’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	$107	Buy	+1	New	+$132	﹤0.01%	4557
2024 Q4	–	Sell	-230	Closed	-$19.8K	–	4101
2024 Q3	$19.8K	Buy	230 +188	+448%	+$14.8K	﹤0.01%	2666
2024 Q2	$3.23K	Hold	42	–	–	﹤0.01%	3171
2024 Q1	$2.96K	Hold	42	–	–	﹤0.01%	3198
2023 Q4	$2.3K	Hold	42	–	–	﹤0.01%	3177
2023 Q3	$1.73K	Hold	42	–	–	﹤0.01%	3101
2023 Q2	$1.99K	Hold	42	–	–	﹤0.01%	3025
2023 Q1	$1.62K	Hold	42	–	–	﹤0.01%	3058
2022 Q4	$1.38K	Hold	42	–	–	﹤0.01%	3089
2022 Q3	$1K	Hold	42	–	–	﹤0.01%	3174
2022 Q2	$1K	Hold	42	–	–	﹤0.01%	3174
2022 Q1	$3K	Hold	42	–	–	﹤0.01%	3045
2021 Q4	$3K	Buy	+42	New	+$2.91K	﹤0.01%	2973

Other funds holding UPRO

RAM

Revere Asset Management Dallas, Texas $261M AUM 104.77% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

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

SFA

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

Millennium Management New York $276B AUM 44.8% 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

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Steward Partners Investment Advisory's UPRO Position: Q2 2026 in Review

Steward Partners Investment Advisory opened a new position in ProShares UltraPro S&P 500 (UPRO) in Q2 2026: 1 share worth $107. The stake represents ﹤0.01% of the portfolio and ranks #4557 among its holdings. This is a return to the name: Steward Partners Investment Advisory previously reported a position in UPRO as recently as Q3 2024.

Steward Partners Investment Advisory first reported a position in UPRO in Q4 2021 and has held it in 13 quarters since. The position peaked at $19.8K in Q3 2024. 140 funds tracked by Wall St. Rank hold UPRO as of Q2 2026.

Steward Partners Investment Advisory held 1 share of ProShares UltraPro S&P 500 worth $107 as of Q2 2026.
ProShares UltraPro S&P 500 was a new Steward Partners Investment Advisory position in Q2 2026.
ProShares UltraPro S&P 500 made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #4557 holding.
Steward Partners Investment Advisory first reported a position in ProShares UltraPro S&P 500 in Q4 2021 and has held it in 13 quarters since.
Steward Partners Investment Advisory's ProShares UltraPro S&P 500 position peaked at $19.8K in Q3 2024.
140 funds tracked by Wall St. Rank held ProShares UltraPro S&P 500 as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.