SYM Financial Corp’s ProShares UltraPro S&P 500 UPRO Stock Holding History

SYM Financial Corp’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	$665K	Hold	4,693	–	–	0.05%	107
2026 Q1	$455K	Hold	4,693	–	–	0.05%	145
2025 Q4	$543K	Sell	4,693 -97	-2%	-$11.1K	0.06%	120
2025 Q3	$534K	Sell	4,790 -346	-7%	-$34.8K	0.06%	109
2025 Q2	$470K	Buy	+5,136	New	+$381K	0.05%	132

Other funds holding UPRO

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

RCS

R2 Capital Strategies Lincoln, Nebraska $221M AUM

SYM Financial Corp's UPRO Position: Q2 2026 in Review

SYM Financial Corp held its ProShares UltraPro S&P 500 (UPRO) position steady in Q2 2026 at 4,693 shares worth $665K. The position accounts for 0.05% of the portfolio, ranked #107.

SYM Financial Corp first reported a position in UPRO in Q2 2025 and has held it in 5 quarters since. 139 funds tracked by Wall St. Rank hold UPRO as of Q2 2026.

SYM Financial Corp held 4,693 shares of ProShares UltraPro S&P 500 worth $665K as of Q2 2026.
SYM Financial Corp left its ProShares UltraPro S&P 500 share count unchanged in Q2 2026.
ProShares UltraPro S&P 500 made up 0.05% of SYM Financial Corp's portfolio in Q2 2026, its #107 holding.
SYM Financial Corp first reported a position in ProShares UltraPro S&P 500 in Q2 2025 and has held it in 5 quarters since.
139 funds tracked by Wall St. Rank held ProShares UltraPro S&P 500 as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.