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J. M. Brown & Associates Inc.’s ProShares UltraPro S&P 500 UPRO Stock Holding History

J. M. Brown & Associates Inc.’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 		$573K Buy
+4,038
New +$535K 0.33% 96

Other funds holding UPRO

SFA
Spectrum Financial Alliance Nicholasville, Kentucky $679M AUM 83.74% 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
RCSL
R2 Capital Strategies, LLC Lincoln, Nebraska $221M AUM
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
DC
DeDora Capital Napa, California $460M AUM 25.48% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
WP
Westmount Partners Los Angeles, California $457M AUM 31.05% 1-Year Est. Return

J. M. Brown & Associates Inc.'s UPRO Position: Q2 2026 in Review

J. M. Brown & Associates Inc. opened a new position in ProShares UltraPro S&P 500 (UPRO) in Q2 2026: 4,038 shares worth $573K. The stake represents 0.33% of the portfolio and ranks #96 among its holdings.

38 funds tracked by Wall St. Rank hold UPRO as of Q2 2026.

  • J. M. Brown & Associates Inc. held 4,038 shares of ProShares UltraPro S&P 500 worth $573K as of Q2 2026.
  • ProShares UltraPro S&P 500 was a new J. M. Brown & Associates Inc. position in Q2 2026.
  • ProShares UltraPro S&P 500 made up 0.33% of J. M. Brown & Associates Inc.'s portfolio in Q2 2026, its #96 holding.
  • 38 funds tracked by Wall St. Rank held ProShares UltraPro S&P 500 as of Q2 2026.

Based on J. M. Brown & Associates Inc.'s 13F filing for Q2 2026, filed 23 Jul 2026.