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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

HF
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
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
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
RCS
R2 Capital Strategies Lincoln, Nebraska $221M AUM

Westmount Partners's UPRO Position: Q2 2026 in Review

Westmount Partners increased its ProShares UltraPro S&P 500 (UPRO) stake by 10% in Q2 2026, buying an estimated $117K and bringing the position to 9,370 shares worth $1.33M. The position accounts for 0.29% of the portfolio, ranked #77.

Westmount Partners first reported a position in UPRO in Q4 2022 and has held it in 15 quarters since. 140 funds tracked by Wall St. Rank hold UPRO as of Q2 2026.

  • Westmount Partners held 9,370 shares of ProShares UltraPro S&P 500 worth $1.33M as of Q2 2026.
  • Westmount Partners bought 884 ProShares UltraPro S&P 500 shares in Q2 2026, an estimated $117K.
  • ProShares UltraPro S&P 500 made up 0.29% of Westmount Partners's portfolio in Q2 2026, its #77 holding.
  • Westmount Partners first reported a position in ProShares UltraPro S&P 500 in Q4 2022 and has held it in 15 quarters since.
  • 140 funds tracked by Wall St. Rank held ProShares UltraPro S&P 500 as of Q2 2026.

Based on Westmount Partners's 13F filing for Q2 2026, filed 7 Jul 2026.