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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
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 $195M AUM 80.44% 1-Year Est. Return
RCM
Ridgepath Capital Management Knoxville, Tennessee $201M AUM 10.5% 1-Year Est. Return
SFA
Spectrum Financial Alliance Nicholasville, Kentucky $520M AUM 48.03% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MFA
Millington Financial Advisors Naperville, Illinois $237M AUM 22.22% 1-Year Est. Return

World Investment Advisors's UPRO Position: Q1 2026 in Review

World Investment Advisors increased its ProShares UltraPro S&P 500 (UPRO) stake by 0.19% in Q1 2026, buying an estimated $1.92K and bringing the position to 9,196 shares worth $892K. 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 15 quarters since. The position peaked at $1.06M in Q4 2025. 120 funds tracked by Wall St. Rank hold UPRO as of Q1 2026.

  • World Investment Advisors held 9,196 shares of ProShares UltraPro S&P 500 worth $892K as of Q1 2026.
  • World Investment Advisors bought 17 ProShares UltraPro S&P 500 shares in Q1 2026, an estimated $1.92K.
  • ProShares UltraPro S&P 500 made up 0.01% of World Investment Advisors's portfolio in Q1 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 15 quarters since.
  • World Investment Advisors's ProShares UltraPro S&P 500 position peaked at $1.06M in Q4 2025.
  • 120 funds tracked by Wall St. Rank held ProShares UltraPro S&P 500 as of Q1 2026.

Based on World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.