Larson Financial Group
URTY icon

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

Larson 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
Q3 		$3.47K Buy
+52
New +$4.18K ﹤0.01% 3016
2023
Q1 		– Sell
-295
Closed -$11.1K – 1604
2022
Q4 		$11.1K Buy
295
+1
+0.3% +$41 ﹤0.01% 833
2022
Q3 		$10K Buy
294
+36
+14% +$1.72K ﹤0.01% 800
2022
Q2 		$10K Buy
258
+241
+1,418% +$12.8K ﹤0.01% 730
2022
Q1 		$1K Buy
+17
New +$1.29K ﹤0.01% 1007

Other funds holding URTY

Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
MFG Wealth Management
MFG Wealth Management Indianapolis, Indiana $138M AUM 31.54% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
Toth Financial Advisory
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
Founders Financial Securities
Founders Financial Securities Towson, Maryland $2.03B AUM 15.42% 1-Year Est. Return
Golden State Equity Partners
Golden State Equity Partners South Coast Metro, California $1.7B AUM 14.02% 1-Year Est. Return
Axxcess Wealth Management
Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return
International Private Wealth Advisors
International Private Wealth Advisors San Diego, California $239M AUM 11.26% 1-Year Est. Return
StoneX Group
StoneX Group New York $2.75B AUM 24.13% 1-Year Est. Return
Allegheny Financial Group
Allegheny Financial Group Pittsburgh, Pennsylvania $997M AUM 14.7% 1-Year Est. Return

Larson Financial Group's URTY Position: Q3 2026 in Review

Larson Financial Group opened a new position in ProShares UltraPro Russell2000 (URTY) in Q3 2026: 52 shares worth $3.47K. The stake represents ﹤0.01% of the portfolio and ranks #3016 among its holdings. This is a return to the name: Larson Financial Group previously reported a position in URTY as recently as Q4 2022.

Larson Financial Group first reported a position in URTY in Q1 2022 and has held it in 5 quarters since. The position peaked at $11.1K in Q4 2022. 20 funds tracked by Wall St. Rank hold URTY as of Q3 2026.

  • Larson Financial Group held 52 shares of ProShares UltraPro Russell2000 worth $3.47K as of Q3 2026.
  • ProShares UltraPro Russell2000 was a new Larson Financial Group position in Q3 2026.
  • ProShares UltraPro Russell2000 made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #3016 holding.
  • Larson Financial Group first reported a position in ProShares UltraPro Russell2000 in Q1 2022 and has held it in 5 quarters since.
  • Larson Financial Group's ProShares UltraPro Russell2000 position peaked at $11.1K in Q4 2022.
  • 20 funds tracked by Wall St. Rank held ProShares UltraPro Russell2000 as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.