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Wealthspire Advisors (New York)’s ProShares UltraPro S&P 500 UPRO Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-38
Closed -$4.24K – 2794
2025
Q3 		$4.24K Buy
+38
New +$3.82K ﹤0.01% 2388

Other funds holding UPRO

HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
TCI
Turner Capital Investments Austin, Texas $421K AUM
RCM
Ridgepath Capital Management Knoxville, Tennessee $201M AUM 10.5% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
RAM
Revere Asset Management Dallas, Texas $195M AUM 80.44% 1-Year Est. Return
RVM
Robinson Value Management San Antonio, Texas $187M AUM 26.16% 1-Year Est. Return
SFA
Spectrum Financial Alliance Nicholasville, Kentucky $679M AUM 83.74% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

Wealthspire Advisors (New York)'s UPRO Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of ProShares UltraPro S&P 500 (UPRO) in Q4 2025, closing a stake of 38 shares — an estimated $4.24K sold.

Wealthspire Advisors (New York) first reported a position in UPRO in Q3 2025 and held it in 1 quarter. The position peaked at $4.24K in Q3 2025. 145 funds tracked by Wall St. Rank hold UPRO as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining ProShares UltraPro S&P 500 position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 38 ProShares UltraPro S&P 500 shares in Q4 2025, an estimated $4.24K.
  • Wealthspire Advisors (New York) first reported a position in ProShares UltraPro S&P 500 in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s ProShares UltraPro S&P 500 position peaked at $4.24K in Q3 2025.
  • 145 funds tracked by Wall St. Rank held ProShares UltraPro S&P 500 as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.