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Timonier Family Office’s ProShares UltraPro S&P 500 UPRO Stock Holding History

Timonier Family Office’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 		$911K Sell
7,868
-295
-4% -$33.7K 0.29% 29
2025
Q3 		$910K Sell
8,163
-91
-1% -$9.15K 0.3% 30
2025
Q2 		$757K Sell
8,254
-40
-0.5% -$2.97K 0.28% 30
2025
Q1 		$614K Hold
8,294
– – 0.27% 30
2024
Q4 		$735K Buy
+8,294
New +$759K 0.38% 27

Other funds holding UPRO

HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 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 $3.12B AUM 21% 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

Timonier Family Office's UPRO Position: Q4 2025 in Review

Timonier Family Office reduced its ProShares UltraPro S&P 500 (UPRO) stake by 3.6% in Q4 2025, selling an estimated $33.7K and leaving 7,868 shares worth $911K. The position accounts for 0.29% of the portfolio, ranked #29.

Timonier Family Office first reported a position in UPRO in Q4 2024 and has held it in 5 quarters since. 145 funds tracked by Wall St. Rank hold UPRO as of Q4 2025.

  • Timonier Family Office held 7,868 shares of ProShares UltraPro S&P 500 worth $911K as of Q4 2025.
  • Timonier Family Office sold 295 ProShares UltraPro S&P 500 shares in Q4 2025, an estimated $33.7K.
  • ProShares UltraPro S&P 500 made up 0.29% of Timonier Family Office's portfolio in Q4 2025, its #29 holding.
  • Timonier Family Office first reported a position in ProShares UltraPro S&P 500 in Q4 2024 and has held it in 5 quarters since.
  • 145 funds tracked by Wall St. Rank held ProShares UltraPro S&P 500 as of Q4 2025.

Based on Timonier Family Office's 13F filing for Q4 2025, filed 4 Feb 2026.