Allegheny Financial Group’s ProShares UltraPro Russell2000 URTY Stock Holding History

Allegheny Financial Group’s Portfolio URTY Stock Details URTY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$364K	Sell	4,164 -3,779	-48%	-$277K	0.04%	204
2026 Q1	$409K	Buy	7,943 +3,094	+64%	+$185K	0.06%	176
2025 Q4	$258K	Sell	4,849 -260	-5%	-$14.1K	0.04%	227
2025 Q3	$271K	Sell	5,109 -3,636	-42%	-$168K	0.05%	211
2025 Q2	$344K	Buy	8,745 +1,500	+21%	+$49.4K	0.08%	173
2025 Q1	$249K	Buy	+7,245	New	+$332K	0.06%	191

Other funds holding URTY

MWM

MFG Wealth Management Indianapolis, Indiana $140M AUM 44.72% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

MFA

Millington Financial Advisors Naperville, Illinois $254M AUM 29.05% 1-Year Est. Return

FFS

Founders Financial Securities Towson, Maryland $1.95B AUM 22.17% 1-Year Est. Return

IPWA

International Private Wealth Advisors San Diego, California $194M AUM 19% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

MSG

Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return

Allegheny Financial Group's URTY Position: Q2 2026 in Review

Allegheny Financial Group reduced its ProShares UltraPro Russell2000 (URTY) stake by 48% in Q2 2026, selling an estimated $277K and leaving 4,164 shares worth $364K. The position accounts for 0.04% of the portfolio, ranked #204.

Allegheny Financial Group first reported a position in URTY in Q1 2025 and has held it in 6 quarters since. The position peaked at $409K in Q1 2026. 15 funds tracked by Wall St. Rank hold URTY as of Q2 2026.

Allegheny Financial Group held 4,164 shares of ProShares UltraPro Russell2000 worth $364K as of Q2 2026.
Allegheny Financial Group sold 3,779 ProShares UltraPro Russell2000 shares in Q2 2026, an estimated $277K.
ProShares UltraPro Russell2000 made up 0.04% of Allegheny Financial Group's portfolio in Q2 2026, its #204 holding.
Allegheny Financial Group first reported a position in ProShares UltraPro Russell2000 in Q1 2025 and has held it in 6 quarters since.
Allegheny Financial Group's ProShares UltraPro Russell2000 position peaked at $409K in Q1 2026.
15 funds tracked by Wall St. Rank held ProShares UltraPro Russell2000 as of Q2 2026.

Based on Allegheny Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.