Meriwether Wealth & Planning’s ProShares UltraPro Russell2000 URTY Stock Holding History

Meriwether Wealth & Planning’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	$5.7K	Buy	+85	New	+$6.83K	﹤0.01%	494

Other funds holding URTY

MFG Wealth Management Indianapolis, Indiana $138M AUM 31.54% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Kings Path Partners Sugar Land, Texas $380M AUM 12.42% 1-Year Est. Return

Meriwether Wealth & Planning's URTY Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in ProShares UltraPro Russell2000 (URTY) in Q3 2026: 85 shares worth $5.7K. The stake represents ﹤0.01% of the portfolio and ranks #494 among its holdings.

9 funds tracked by Wall St. Rank hold URTY as of Q3 2026.

Meriwether Wealth & Planning held 85 shares of ProShares UltraPro Russell2000 worth $5.7K as of Q3 2026.
ProShares UltraPro Russell2000 was a new Meriwether Wealth & Planning position in Q3 2026.
ProShares UltraPro Russell2000 made up ﹤0.01% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #494 holding.
9 funds tracked by Wall St. Rank held ProShares UltraPro Russell2000 as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.