Wealth Enhancement Advisory Services
UPRO icon

Wealth Enhancement Advisory Services’s ProShares UltraPro S&P 500 UPRO Stock Holding History

Wealth Enhancement Advisory Services’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 		– Sell
-2,333
Closed -$232K – 4232
2026
Q1 		$232K Buy
+2,333
New +$264K ﹤0.01% 3017

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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
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
WP
Westmount Partners Los Angeles, California $457M AUM 31.05% 1-Year Est. Return

Wealth Enhancement Advisory Services's UPRO Position: Q2 2026 in Review

Wealth Enhancement Advisory Services sold out of ProShares UltraPro S&P 500 (UPRO) in Q2 2026, closing a stake of 2,333 shares — an estimated $232K sold.

Wealth Enhancement Advisory Services first reported a position in UPRO in Q1 2026 and held it in 1 quarter. The position peaked at $232K in Q1 2026. 40 funds tracked by Wall St. Rank hold UPRO as of Q2 2026.

  • Wealth Enhancement Advisory Services reported no remaining ProShares UltraPro S&P 500 position as of Q2 2026 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 2,333 ProShares UltraPro S&P 500 shares in Q2 2026, an estimated $232K.
  • Wealth Enhancement Advisory Services first reported a position in ProShares UltraPro S&P 500 in Q1 2026 and held it in 1 quarter.
  • Wealth Enhancement Advisory Services's ProShares UltraPro S&P 500 position peaked at $232K in Q1 2026.
  • 40 funds tracked by Wall St. Rank held ProShares UltraPro S&P 500 as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.