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TFC Financial Management’s ProShares UltraPro S&P 500 UPRO Stock Holding History

TFC Financial Management’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
-100
Closed -$11.1K – 1054
2025
Q3 		$11.1K Hold
100
– – ﹤0.01% 398
2025
Q2 		$9.14K Hold
100
– – ﹤0.01% 385
2025
Q1 		$7.39K Hold
100
– – ﹤0.01% 380
2024
Q4 		$8.86K Hold
100
– – ﹤0.01% 364
2024
Q3 		$8.62K Hold
100
– – ﹤0.01% 372
2024
Q2 		$7.68K Hold
100
– – ﹤0.01% 357
2024
Q1 		$7.05K Hold
100
– – ﹤0.01% 358
2023
Q4 		$5.47K Hold
100
– – ﹤0.01% 371
2023
Q3 		$4.12K Hold
100
– – ﹤0.01% 403
2023
Q2 		$4.74K Buy
+100
New +$4.08K ﹤0.01% 374

Other funds holding UPRO

HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 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 $6.28B AUM 24.26% 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

TFC Financial Management's UPRO Position: Q4 2025 in Review

TFC Financial Management sold out of ProShares UltraPro S&P 500 (UPRO) in Q4 2025, closing a stake of 100 shares — an estimated $11.1K sold.

TFC Financial Management first reported a position in UPRO in Q2 2023 and held it in 10 quarters. The position peaked at $11.1K in Q3 2025. 145 funds tracked by Wall St. Rank hold UPRO as of Q4 2025.

  • TFC Financial Management reported no remaining ProShares UltraPro S&P 500 position as of Q4 2025 after selling out during the quarter.
  • TFC Financial Management sold 100 ProShares UltraPro S&P 500 shares in Q4 2025, an estimated $11.1K.
  • TFC Financial Management first reported a position in ProShares UltraPro S&P 500 in Q2 2023 and held it in 10 quarters.
  • TFC Financial Management's ProShares UltraPro S&P 500 position peaked at $11.1K in Q3 2025.
  • 145 funds tracked by Wall St. Rank held ProShares UltraPro S&P 500 as of Q4 2025.

Based on TFC Financial Management's 13F filing for Q4 2025, filed 23 Jan 2026.