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 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 $195M AUM 80.44% 1-Year Est. Return

RCM

Ridgepath Capital Management Knoxville, Tennessee $201M AUM 10.5% 1-Year Est. Return

SFA

Spectrum Financial Alliance Nicholasville, Kentucky $520M AUM 48.03% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

MSG

Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MFA

Millington Financial Advisors Naperville, Illinois $237M AUM 22.22% 1-Year Est. Return

Uniting Wealth Partners's UPRO Position: Q1 2026 in Review

Uniting Wealth Partners increased its ProShares UltraPro S&P 500 (UPRO) stake by 24% in Q1 2026, buying an estimated $565K and bringing the position to 26,000 shares worth $2.52M. The position accounts for 0.54% of the portfolio, ranked #43.

Uniting Wealth Partners first reported a position in UPRO in Q1 2025 and has held it in 5 quarters since. 120 funds tracked by Wall St. Rank hold UPRO as of Q1 2026.

Uniting Wealth Partners held 26,000 shares of ProShares UltraPro S&P 500 worth $2.52M as of Q1 2026.
Uniting Wealth Partners bought 5,000 ProShares UltraPro S&P 500 shares in Q1 2026, an estimated $565K.
ProShares UltraPro S&P 500 made up 0.54% of Uniting Wealth Partners's portfolio in Q1 2026, its #43 holding.
Uniting Wealth Partners first reported a position in ProShares UltraPro S&P 500 in Q1 2025 and has held it in 5 quarters since.
120 funds tracked by Wall St. Rank held ProShares UltraPro S&P 500 as of Q1 2026.

Based on Uniting Wealth Partners's 13F filing for Q1 2026, filed 22 Apr 2026.