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Uniting Wealth Partners’s ProShares UltraPro S&P 500 UPRO Stock Holding History

Uniting Wealth Partners’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 		$3.69M Hold
26,000
– – 0.75% 38
2026
Q1 		$2.52M Buy
26,000
+5,000
+24% +$565K 0.54% 43
2025
Q4 		$2.43M Hold
21,000
– – 0.75% 27
2025
Q3 		$2.34M Hold
21,000
– – 0.55% 40
2025
Q2 		$1.92M Buy
21,000
+15,000
+250% +$1.11M 0.74% 25
2025
Q1 		$443K Buy
+6,000
New +$527K 0.22% 50

Other funds holding UPRO

RAM
Revere Asset Management Dallas, Texas $261M AUM 104.77% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
RCM
Ridgepath Capital Management Knoxville, Tennessee $227M AUM 13.85% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
SFA
Spectrum Financial Alliance Nicholasville, Kentucky $679M AUM 83.74% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 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
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Uniting Wealth Partners's UPRO Position: Q2 2026 in Review

Uniting Wealth Partners held its ProShares UltraPro S&P 500 (UPRO) position steady in Q2 2026 at 26,000 shares worth $3.69M. The position accounts for 0.75% of the portfolio, ranked #38.

Uniting Wealth Partners first reported a position in UPRO in Q1 2025 and has held it in 6 quarters since. 140 funds tracked by Wall St. Rank hold UPRO as of Q2 2026.

  • Uniting Wealth Partners held 26,000 shares of ProShares UltraPro S&P 500 worth $3.69M as of Q2 2026.
  • Uniting Wealth Partners left its ProShares UltraPro S&P 500 share count unchanged in Q2 2026.
  • ProShares UltraPro S&P 500 made up 0.75% of Uniting Wealth Partners's portfolio in Q2 2026, its #38 holding.
  • Uniting Wealth Partners first reported a position in ProShares UltraPro S&P 500 in Q1 2025 and has held it in 6 quarters since.
  • 140 funds tracked by Wall St. Rank held ProShares UltraPro S&P 500 as of Q2 2026.

Based on Uniting Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.