UPRO — PROSHARES TR

Ownership history in Robinson Value Management, Ltd.  ·  1 quarter on record

This page tracks every 13F SEC filing in which Robinson Value Management, Ltd. reported a position in PROSHARES TR (UPRO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
9.15% (2025 Q4)
Avg. % of fund
9.15%
First filed
2025 Q4
Last filed
2025 Q4
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 146,158 — — 9.15% $16.9M $115.76
% of Fund (quarterly)    UPRO price (monthly, adj. close)

Other funds also holding UPRO

As of 2025 Q4 — sorted by position size

Ridgepath Capital Management LLC 10.65% Revere Asset Management, Inc 7.02% Spectrum Financial Alliance Ltd LLC 3Y 7Y 2.87% Safe Harbor Fiduciary, LLC 2.03% Main Street Group, LTD 2.01% Howard Capital Management Inc. 3Y 7Y 1.54% Millington Financial Advisors, LLC 3Y 1.36% Encompass More Asset Management 0.58% DeDora Capital, Inc. 3Y 7Y 0.5% Erickson Financial Group, LLC 3Y 0.48%
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