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Surience Private Wealth’s ProShares UltraPro S&P 500 UPRO Stock Holding History

Surience Private Wealth’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
-8,096
Closed -$903K – 47
2025
Q3 		$903K Buy
+8,096
New +$814K 0.83% 21

Other funds holding UPRO

HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
TCI
Turner Capital Investments Austin, Texas $421K AUM
RCM
Ridgepath Capital Management Knoxville, Tennessee $201M AUM 10.5% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 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 $180M AUM 24.17% 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 $893B AUM 36.07% 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

Surience Private Wealth's UPRO Position: Q4 2025 in Review

Surience Private Wealth sold out of ProShares UltraPro S&P 500 (UPRO) in Q4 2025, closing a stake of 8,096 shares — an estimated $903K sold.

Surience Private Wealth first reported a position in UPRO in Q3 2025 and held it in 1 quarter. The position peaked at $903K in Q3 2025. 145 funds tracked by Wall St. Rank hold UPRO as of Q4 2025.

  • Surience Private Wealth reported no remaining ProShares UltraPro S&P 500 position as of Q4 2025 after selling out during the quarter.
  • Surience Private Wealth sold 8,096 ProShares UltraPro S&P 500 shares in Q4 2025, an estimated $903K.
  • Surience Private Wealth first reported a position in ProShares UltraPro S&P 500 in Q3 2025 and held it in 1 quarter.
  • Surience Private Wealth's ProShares UltraPro S&P 500 position peaked at $903K in Q3 2025.
  • 145 funds tracked by Wall St. Rank held ProShares UltraPro S&P 500 as of Q4 2025.

Based on Surience Private Wealth's 13F filing for Q4 2025, filed 16 Jan 2026.