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Turner Capital Investments’s ProShares UltraPro S&P 500 UPRO Stock Holding History

Turner Capital Investments’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 		$10.2M Buy
+69,727
New +$10.3M 8.72% 4
2026
Q1 		– Sell
-525,554
Closed -$37M – 6
2025
Q4 		$37M Buy
+525,554
New +$60.1M 41.89% 1

Other funds holding UPRO

TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Turner Capital Investments's UPRO Position: Q3 2026 in Review

Turner Capital Investments opened a new position in ProShares UltraPro S&P 500 (UPRO) in Q3 2026: 69,727 shares worth $10.2M. The stake represents 8.72% of the portfolio and ranks #4 among its holdings. This is a return to the name: Turner Capital Investments previously reported a position in UPRO as recently as Q4 2025.

Turner Capital Investments first reported a position in UPRO in Q4 2025 and has held it in 2 quarters since. The position peaked at $37M in Q4 2025. 7 funds tracked by Wall St. Rank hold UPRO as of Q3 2026.

  • Turner Capital Investments held 69,727 shares of ProShares UltraPro S&P 500 worth $10.2M as of Q3 2026.
  • ProShares UltraPro S&P 500 was a new Turner Capital Investments position in Q3 2026.
  • ProShares UltraPro S&P 500 made up 8.72% of Turner Capital Investments's portfolio in Q3 2026, its #4 holding.
  • Turner Capital Investments first reported a position in ProShares UltraPro S&P 500 in Q4 2025 and has held it in 2 quarters since.
  • Turner Capital Investments's ProShares UltraPro S&P 500 position peaked at $37M in Q4 2025.
  • 7 funds tracked by Wall St. Rank held ProShares UltraPro S&P 500 as of Q3 2026.

Based on Turner Capital Investments's 13F filing for Q3 2026, filed 9 Oct 2026.