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World Investment Advisors’s ProShares UltraPro S&P 500 UPRO Stock Holding History

World Investment Advisors’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 		$865K Sell
8,922
-274
-3% -$36.3K 0.01% 754
2026
Q1 		$892K Buy
9,196
+17
+0.2% +$1.92K 0.01% 754
2025
Q4 		$1.06M Buy
9,179
+274
+3% +$31.3K 0.02% 663
2025
Q3 		$993K Sell
8,905
-326
-4% -$32.8K 0.02% 568
2025
Q2 		$845K Buy
9,231
+2,677
+41% +$199K 0.02% 561
2025
Q1 		$485K Buy
6,554
+1,889
+40% +$166K 0.01% 698
2024
Q4 		$414K Hold
4,665
– – 0.01% 713
2024
Q3 		$402K Sell
4,665
-2,425
-34% -$191K 0.01% 643
2024
Q2 		$545K Buy
+7,090
New +$492K 0.03% 383
2024
Q1 		– Sell
-9,880
Closed -$541K – 474
2023
Q4 		$541K Sell
9,880
-135
-1% -$6.18K 0.07% 210
2023
Q3 		$412K Sell
10,015
-680
-6% -$32K 0.08% 160
2023
Q2 		$507K Sell
10,695
-2,525
-19% -$103K 0.1% 135
2023
Q1 		$510K Buy
13,220
+3,945
+43% +$144K 0.11% 133
2022
Q4 		$304K Sell
9,275
-4,945
-35% -$169K 0.07% 173
2022
Q3 		$404K Buy
14,220
+8,810
+163% +$353K 0.1% 153
2022
Q2 		$246K Buy
+5,410
New +$252K 0.05% 218

Other funds holding UPRO

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

World Investment Advisors's UPRO Position: Q2 2026 in Review

World Investment Advisors reduced its ProShares UltraPro S&P 500 (UPRO) stake by 3% in Q2 2026, selling an estimated $36.3K and leaving 8,922 shares worth $865K. The position accounts for 0.01% of the portfolio, ranked #754.

World Investment Advisors first reported a position in UPRO in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.06M in Q4 2025. 140 funds tracked by Wall St. Rank hold UPRO as of Q2 2026.

  • World Investment Advisors held 8,922 shares of ProShares UltraPro S&P 500 worth $865K as of Q2 2026.
  • World Investment Advisors sold 274 ProShares UltraPro S&P 500 shares in Q2 2026, an estimated $36.3K.
  • ProShares UltraPro S&P 500 made up 0.01% of World Investment Advisors's portfolio in Q2 2026, its #754 holding.
  • World Investment Advisors first reported a position in ProShares UltraPro S&P 500 in Q2 2022 and has held it in 16 quarters since.
  • World Investment Advisors's ProShares UltraPro S&P 500 position peaked at $1.06M in Q4 2025.
  • 140 funds tracked by Wall St. Rank held ProShares UltraPro S&P 500 as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.