LPL Financial
URTY icon

LPL Financial’s ProShares UltraPro Russell2000 URTY Stock Holding History

LPL Financial’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
2025
Q2 		– Sell
-118,052
Closed -$4.05M – 5692
2025
Q1 		$4.05M Buy
+118,052
New +$5.4M ﹤0.01% 2327

Other funds holding URTY

VPW
Variant Private Wealth Tysons, Virginia $82.6M AUM 23.52% 1-Year Est. Return
MWM
MFG Wealth Management Indianapolis, Indiana $140M AUM 44.72% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial's URTY Position: Q2 2025 in Review

LPL Financial sold out of ProShares UltraPro Russell2000 (URTY) in Q2 2025, closing a stake of 118,052 shares — an estimated $4.05M sold.

LPL Financial first reported a position in URTY in Q1 2025 and held it in 1 quarter. The position peaked at $4.05M in Q1 2025. 35 funds tracked by Wall St. Rank hold URTY as of Q2 2025.

  • LPL Financial reported no remaining ProShares UltraPro Russell2000 position as of Q2 2025 after selling out during the quarter.
  • LPL Financial sold 118,052 ProShares UltraPro Russell2000 shares in Q2 2025, an estimated $4.05M.
  • LPL Financial first reported a position in ProShares UltraPro Russell2000 in Q1 2025 and held it in 1 quarter.
  • LPL Financial's ProShares UltraPro Russell2000 position peaked at $4.05M in Q1 2025.
  • 35 funds tracked by Wall St. Rank held ProShares UltraPro Russell2000 as of Q2 2025.

Based on LPL Financial's 13F filing for Q2 2025, filed 12 Aug 2025.