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ProShares UltraPro S&P 500 shares owned by EverSource Wealth Advisors

Quarter-by-quarter ownership of ProShares UltraPro S&P 500 (UPRO) shares owned by EverSource Wealth Advisors from 13F filings

Historical chart of EverSource Wealth Advisors investment in ProShares UltraPro S&P 500

Tip: Access up to 7 years of quarterly data

All positions including ProShares UltraPro S&P 500 held by EverSource Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in ProShares UltraPro S&P 500 by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.5M 23k 111.49
2025-06-30 $853k 9.3k 91.44
2025-03-31 $1.8M 24k 73.90
2024-12-31 $922k 10k 88.64

More positions owned by EverSource Wealth Advisors

Vanguard Growth Etf Etf (VUG)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Value Etf Etf (VTV)
iShares Gold Trust ETF Etf (IAU)
Apple Stock (AAPL)
Nvidia Corporation Stock (NVDA)
Fidelity Wise Origin Bitcoin Fund Etf (FBTC)
Praxis Impact Large Cap Growth Etf Etf (PRXG)
Praxis Impact Large Cap Value Etf Etf (PRXV)
Microsoft Corp Stock (MSFT)
Tesla Stock (TSLA)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Total Stock Market Etf Etf (VTI)
Broadcom Stock (AVGO)
Palantir Technologies Inc Cl A Stock (PLTR)

View all positions for EverSource Wealth Advisors

Top funds holding ProShares UltraPro S&P 500

Citadel Advisors
Potomac Fund Management
Jane Street
Susquehanna International
Howard Capital Management
Assetmark
Ridgepath Capital Management
Axxcess Wealth Management
Revere Asset Management
Spectrum Financial Alliance
Main Street Group
Diversified Trust Company
UBS Group
Tower Research Capital
Creative Planning

View all funds holding ProShares UltraPro S&P 500