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 Q3	$690K	Hold	4,693	–	–	0.05%	117
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

Ridgepath Capital Management Knoxville, Tennessee $182M AUM 7.73% 1-Year Est. Return

SFA

Spectrum Financial Alliance Nicholasville, Kentucky $692M AUM 56.38% 1-Year Est. Return

Turner Capital Investments Austin, Texas $118M AUM

Main Street Group Glen Allen, Virginia $445M AUM 22.95% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $4.69B AUM 22.36% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

RCS

R2 Capital Strategies Lincoln, Nebraska $236M AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Golden State Equity Partners South Coast Metro, California $1.7B AUM 14.02% 1-Year Est. Return

Uniting Wealth Partners Mission, Kansas $472M AUM 20.18% 1-Year Est. Return

SYM Financial Corp's UPRO Position: Q3 2026 in Review

SYM Financial Corp held its ProShares UltraPro S&P 500 (UPRO) position steady in Q3 2026 at 4,693 shares worth $690K. The position accounts for 0.05% of the portfolio, ranked #117.

SYM Financial Corp first reported a position in UPRO in Q2 2025 and has held it in 6 quarters since. 80 funds tracked by Wall St. Rank hold UPRO as of Q3 2026.

SYM Financial Corp held 4,693 shares of ProShares UltraPro S&P 500 worth $690K as of Q3 2026.
SYM Financial Corp left its ProShares UltraPro S&P 500 share count unchanged in Q3 2026.
ProShares UltraPro S&P 500 made up 0.05% of SYM Financial Corp's portfolio in Q3 2026, its #117 holding.
SYM Financial Corp first reported a position in ProShares UltraPro S&P 500 in Q2 2025 and has held it in 6 quarters since.
80 funds tracked by Wall St. Rank held ProShares UltraPro S&P 500 as of Q3 2026.

Based on SYM Financial Corp's 13F filing for Q3 2026, filed 26 Oct 2026.