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Garton & Associates Financial Advisors’s ProShares Ultra Utilities UPW Stock Holding History

Garton & Associates Financial Advisors’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
Q1 		– Sell
-1,200
Closed -$26.1K – 661
2025
Q4 		$26.1K Buy
+1,200
New +$28K 0.01% 552

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Osaic Holdings
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Fifth Third Bancorp
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BCMIO
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TFA
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Garton & Associates Financial Advisors's UPW Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of ProShares Ultra Utilities (UPW) in Q1 2026, closing a stake of 1,200 shares — an estimated $26.1K sold.

Garton & Associates Financial Advisors first reported a position in UPW in Q4 2025 and held it in 1 quarter. The position peaked at $26.1K in Q4 2025. 9 funds tracked by Wall St. Rank hold UPW as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining ProShares Ultra Utilities position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 1,200 ProShares Ultra Utilities shares in Q1 2026, an estimated $26.1K.
  • Garton & Associates Financial Advisors first reported a position in ProShares Ultra Utilities in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's ProShares Ultra Utilities position peaked at $26.1K in Q4 2025.
  • 9 funds tracked by Wall St. Rank held ProShares Ultra Utilities as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.