Surience Private Wealth
UPRO icon

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
2026
Q3 		$901K Buy
+6,131
New +$902K 0.86% 28
2025
Q4 		– Sell
-8,096
Closed -$903K – 47
2025
Q3 		$903K Buy
+8,096
New +$814K 0.83% 21

Other funds holding UPRO

Turner Capital Investments
Turner Capital Investments Austin, Texas $118M AUM
RCS
R2 Capital Strategies Lincoln, Nebraska $236M AUM
Encompass More Asset Management
Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Toth Financial Advisory
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
Discipline Wealth Solutions
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return
Genesee Capital Advisors
Genesee Capital Advisors Auburn, New York $318M AUM 26.07% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
KWMG LLC
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
Hickory Point Bank & Trust
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return

Surience Private Wealth's UPRO Position: Q3 2026 in Review

Surience Private Wealth opened a new position in ProShares UltraPro S&P 500 (UPRO) in Q3 2026: 6,131 shares worth $901K. The stake represents 0.86% of the portfolio and ranks #28 among its holdings. This is a return to the name: Surience Private Wealth previously reported a position in UPRO as recently as Q3 2025.

Surience Private Wealth first reported a position in UPRO in Q3 2025 and has held it in 2 quarters since. The position peaked at $903K in Q3 2025. 25 funds tracked by Wall St. Rank hold UPRO as of Q3 2026.

  • Surience Private Wealth held 6,131 shares of ProShares UltraPro S&P 500 worth $901K as of Q3 2026.
  • ProShares UltraPro S&P 500 was a new Surience Private Wealth position in Q3 2026.
  • ProShares UltraPro S&P 500 made up 0.86% of Surience Private Wealth's portfolio in Q3 2026, its #28 holding.
  • Surience Private Wealth first reported a position in ProShares UltraPro S&P 500 in Q3 2025 and has held it in 2 quarters since.
  • Surience Private Wealth's ProShares UltraPro S&P 500 position peaked at $903K in Q3 2025.
  • 25 funds tracked by Wall St. Rank held ProShares UltraPro S&P 500 as of Q3 2026.

Based on Surience Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.