Axxcess Wealth Management
URTY icon

Axxcess Wealth Management’s ProShares UltraPro Russell2000 URTY Stock Holding History

Axxcess Wealth Management’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
Q3 		$485K Buy
+7,240
New +$582K 0.02% 577
2023
Q4 		– Sell
-14,699
Closed -$497K – 934
2023
Q3 		$497K Buy
+14,699
New +$606K 0.02% 473

Other funds holding URTY

MFG Wealth Management
MFG Wealth Management Indianapolis, Indiana $138M AUM 31.54% 1-Year Est. Return
Toth Financial Advisory
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Physician Wealth Advisors
Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Meriwether Wealth & Planning
Meriwether Wealth & Planning Minden, Louisiana $222M AUM 15.77% 1-Year Est. Return
Kings Path Partners
Kings Path Partners Sugar Land, Texas $380M AUM 12.42% 1-Year Est. Return

Axxcess Wealth Management's URTY Position: Q3 2026 in Review

Axxcess Wealth Management opened a new position in ProShares UltraPro Russell2000 (URTY) in Q3 2026: 7,240 shares worth $485K. The stake represents 0.02% of the portfolio and ranks #577 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in URTY as recently as Q3 2023.

Axxcess Wealth Management first reported a position in URTY in Q3 2023 and has held it in 2 quarters since. The position peaked at $497K in Q3 2023. 9 funds tracked by Wall St. Rank hold URTY as of Q3 2026.

  • Axxcess Wealth Management held 7,240 shares of ProShares UltraPro Russell2000 worth $485K as of Q3 2026.
  • ProShares UltraPro Russell2000 was a new Axxcess Wealth Management position in Q3 2026.
  • ProShares UltraPro Russell2000 made up 0.02% of Axxcess Wealth Management's portfolio in Q3 2026, its #577 holding.
  • Axxcess Wealth Management first reported a position in ProShares UltraPro Russell2000 in Q3 2023 and has held it in 2 quarters since.
  • Axxcess Wealth Management's ProShares UltraPro Russell2000 position peaked at $497K in Q3 2023.
  • 9 funds tracked by Wall St. Rank held ProShares UltraPro Russell2000 as of Q3 2026.

Based on Axxcess Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.