VH
UPRO icon

Visionary Horizons’s ProShares UltraPro S&P 500 UPRO Stock Holding History

Visionary Horizons’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 		$323K Hold
2,275
– – 0.13% 116
2026
Q1 		$221K Hold
2,275
– – 0.11% 120
2025
Q4 		$263K Hold
2,275
– – 0.14% 99
2025
Q3 		$254K Buy
+2,275
New +$229K 0.14% 101

Other funds holding UPRO

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
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
RCSL
R2 Capital Strategies, LLC Lincoln, Nebraska $221M AUM
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
DC
DeDora Capital Napa, California $460M AUM 25.48% 1-Year Est. Return
BTD
BankPlus Trust Department Jackson, Mississippi $428M AUM 26.85% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Visionary Horizons's UPRO Position: Q2 2026 in Review

Visionary Horizons held its ProShares UltraPro S&P 500 (UPRO) position steady in Q2 2026 at 2,275 shares worth $323K. The position accounts for 0.13% of the portfolio, ranked #116.

Visionary Horizons first reported a position in UPRO in Q3 2025 and has held it in 4 quarters since. 57 funds tracked by Wall St. Rank hold UPRO as of Q2 2026.

  • Visionary Horizons held 2,275 shares of ProShares UltraPro S&P 500 worth $323K as of Q2 2026.
  • Visionary Horizons left its ProShares UltraPro S&P 500 share count unchanged in Q2 2026.
  • ProShares UltraPro S&P 500 made up 0.13% of Visionary Horizons's portfolio in Q2 2026, its #116 holding.
  • Visionary Horizons first reported a position in ProShares UltraPro S&P 500 in Q3 2025 and has held it in 4 quarters since.
  • 57 funds tracked by Wall St. Rank held ProShares UltraPro S&P 500 as of Q2 2026.

Based on Visionary Horizons's 13F filing for Q2 2026, filed 16 Jul 2026.