TWM
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Triton Wealth Management’s ProShares UltraPro S&P 500 UPRO Stock Holding History

Triton Wealth 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
-3,157
Closed -$376K – 135
2025
Q3 		$376K Sell
3,157
-1,087
-26% -$109K 0.14% 77
2025
Q2 		$417K Buy
+4,244
New +$315K 0.18% 68
2024
Q4 		– Sell
-3,345
Closed -$281K – 96
2024
Q3 		$281K Sell
3,345
-607
-15% -$47.7K 0.16% 68
2024
Q2 		$317K Buy
+3,952
New +$274K 0.19% 61
2024
Q1 		– Sell
-4,727
Closed -$247K – 83
2023
Q4 		$247K Buy
+4,727
New +$217K 0.16% 61
2022
Q3 		– Sell
-5,449
Closed -$240K – 87
2022
Q2 		$240K Sell
5,449
-400
-7% -$18.7K 0.17% 66
2022
Q1 		$374K Sell
5,849
-5,849
-50% -$363K 0.19% 64
2021
Q4 		$374K Buy
11,698
+6,648
+132% +$460K 0.19% 64
2021
Q3 		$323K Sell
5,050
-1,970
-28% -$122K 0.15% 74
2021
Q2 		$446K Buy
+7,020
New +$368K 0.25% 67

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

Triton Wealth Management's UPRO Position: Q4 2025 in Review

Triton Wealth Management sold out of ProShares UltraPro S&P 500 (UPRO) in Q4 2025, closing a stake of 3,157 shares — an estimated $376K sold.

Triton Wealth Management first reported a position in UPRO in Q2 2021 and held it in 10 quarters. The position peaked at $446K in Q2 2021. 145 funds tracked by Wall St. Rank hold UPRO as of Q4 2025.

  • Triton Wealth Management reported no remaining ProShares UltraPro S&P 500 position as of Q4 2025 after selling out during the quarter.
  • Triton Wealth Management sold 3,157 ProShares UltraPro S&P 500 shares in Q4 2025, an estimated $376K.
  • Triton Wealth Management first reported a position in ProShares UltraPro S&P 500 in Q2 2021 and held it in 10 quarters.
  • Triton Wealth Management's ProShares UltraPro S&P 500 position peaked at $446K in Q2 2021.
  • 145 funds tracked by Wall St. Rank held ProShares UltraPro S&P 500 as of Q4 2025.

Based on Triton Wealth Management's 13F filing for Q4 2025, filed 5 Feb 2026.