Wealth Alliance Advisory Group’s ProShares UltraPro S&P 500 UPRO Stock Holding History

Wealth Alliance Advisory Group’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	$542K	Sell	3,822 -425	-10%	-$56.3K	0.08%	115
2026 Q1	$412K	Buy	4,247 +5	+0.1%	+$565	0.07%	133
2025 Q4	$491K	Hold	4,242	–	–	0.08%	119
2025 Q3	$473K	Sell	4,242 -1,045	-20%	-$105K	0.09%	115
2025 Q2	$483K	Sell	5,287 -2,252	-30%	-$167K	0.09%	115
2025 Q1	$557K	Buy	7,539 +82	+1%	+$7.2K	0.12%	102
2024 Q4	$661K	Sell	7,457 -2,431	-25%	-$223K	0.14%	94
2024 Q3	$852K	Buy	9,888 +3,724	+60%	+$293K	0.18%	83
2024 Q2	$474K	Sell	6,164 -4,662	-43%	-$323K	0.11%	111
2024 Q1	$764K	Buy	10,826 +1,031	+11%	+$63.7K	0.18%	79
2023 Q4	$536K	Buy	9,795 +4,893	+100%	+$224K	0.14%	94
2023 Q3	$202K	Buy	4,902 +400	+9%	+$18.8K	0.06%	162
2023 Q2	$213K	Buy	+4,502	New	+$184K	0.08%	152

Other funds holding UPRO

RAM

Revere Asset Management Dallas, Texas $261M AUM 104.77% 1-Year Est. Return

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 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

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

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Wealth Alliance Advisory Group's UPRO Position: Q2 2026 in Review

Wealth Alliance Advisory Group reduced its ProShares UltraPro S&P 500 (UPRO) stake by 10% in Q2 2026, selling an estimated $56.3K and leaving 3,822 shares worth $542K. The position accounts for 0.08% of the portfolio, ranked #115.

Wealth Alliance Advisory Group first reported a position in UPRO in Q2 2023 and has held it in 13 quarters since. The position peaked at $852K in Q3 2024. 140 funds tracked by Wall St. Rank hold UPRO as of Q2 2026.

Wealth Alliance Advisory Group held 3,822 shares of ProShares UltraPro S&P 500 worth $542K as of Q2 2026.
Wealth Alliance Advisory Group sold 425 ProShares UltraPro S&P 500 shares in Q2 2026, an estimated $56.3K.
ProShares UltraPro S&P 500 made up 0.08% of Wealth Alliance Advisory Group's portfolio in Q2 2026, its #115 holding.
Wealth Alliance Advisory Group first reported a position in ProShares UltraPro S&P 500 in Q2 2023 and has held it in 13 quarters since.
Wealth Alliance Advisory Group's ProShares UltraPro S&P 500 position peaked at $852K in Q3 2024.
140 funds tracked by Wall St. Rank held ProShares UltraPro S&P 500 as of Q2 2026.

Based on Wealth Alliance Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.