Westmount Partners’s ProShares UltraPro S&P 500 UPRO Stock Holding History

Westmount 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 Q2	$1.33M	Buy	9,370 +884	+10%	+$117K	0.29%	77
2026 Q1	$823K	Buy	8,486 +109	+1%	+$12.3K	0.2%	95
2025 Q4	$970K	Buy	8,377 +56	+0.7%	+$6.4K	0.24%	81
2025 Q3	$938K	Buy	8,321 +95	+1%	+$9.55K	0.24%	79
2025 Q2	$752K	Buy	8,226 +268	+3%	+$19.9K	0.21%	93
2025 Q1	$588K	Hold	7,958	–	–	0.18%	113
2024 Q4	$705K	Buy	7,958 +43	+0.5%	+$3.94K	0.21%	93
2024 Q3	$682K	Buy	7,915 +22	+0.3%	+$1.73K	0.21%	96
2024 Q2	$610K	Sell	7,893 -353	-4%	-$24.5K	0.2%	102
2024 Q1	$582K	Buy	8,246 +188	+2%	+$11.6K	0.21%	100
2023 Q4	$441K	Sell	8,058 -977	-11%	-$44.8K	0.18%	118
2023 Q3	$372K	Sell	9,035 -109	-1%	-$5.13K	0.16%	133
2023 Q2	$433K	Sell	9,144 -261	-3%	-$10.7K	0.19%	111
2023 Q1	$363K	Buy	9,405 +244	+3%	+$8.88K	0.17%	127
2022 Q4	$300K	Buy	+9,161	New	+$313K	0.16%	132

Other funds holding UPRO

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

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

DeDora Capital Napa, California $460M AUM 25.48% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

CPR Investments Rochester, Michigan $130M AUM 29.56% 1-Year Est. Return

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

LexAurum Advisors Overland Park, Kansas $866M AUM