Atria Investments’s ProShares Ultra Utilities UPW Stock Holding History

Atria Investments’s Portfolio UPW Stock Details UPW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$280K	Buy	+11,646	New	+$279K	﹤0.01%	1898
2014 Q4	–	Sell	-85,284	Closed	-$610K	–	474
2014 Q3	$610K	Sell	85,284 -47,604	-36%	-$341K	0.06%	255
2014 Q2	$1.04M	Buy	132,888 +64,392	+94%	+$462K	0.1%	162
2014 Q1	$467K	Hold	68,496	–	–	0.05%	301
2013 Q4	$392K	Sell	68,496 -194,112	-74%	-$1.11M	0.04%	332
2013 Q3	$1.43M	Buy	262,608 +21,912	+9%	+$124K	0.15%	100
2013 Q2	$1.34M	Buy	+240,696	New	+$1.41M	0.16%	82

Other funds holding UPW

TFA

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

Atria Investments's UPW Position: Q2 2026 in Review

Atria Investments opened a new position in ProShares Ultra Utilities (UPW) in Q2 2026: 11,646 shares worth $280K. The stake represents ﹤0.01% of the portfolio and ranks #1898 among its holdings. This is a return to the name: Atria Investments previously reported a position in UPW as recently as Q3 2014.

Atria Investments first reported a position in UPW in Q2 2013 and has held it in 7 quarters since. The position peaked at $1.43M in Q3 2013. 2 funds tracked by Wall St. Rank hold UPW as of Q2 2026.

Atria Investments held 11,646 shares of ProShares Ultra Utilities worth $280K as of Q2 2026.
ProShares Ultra Utilities was a new Atria Investments position in Q2 2026.
ProShares Ultra Utilities made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #1898 holding.
Atria Investments first reported a position in ProShares Ultra Utilities in Q2 2013 and has held it in 7 quarters since.
Atria Investments's ProShares Ultra Utilities position peaked at $1.43M in Q3 2013.
2 funds tracked by Wall St. Rank held ProShares Ultra Utilities as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.