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

MFG 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	$3.82M	Buy	56,946 +185	+0.3%	+$14.9K	2.77%	2
2026 Q2	$4.96M	Sell	56,761 -19,212	-25%	-$1.41M	3.55%	1
2026 Q1	$3.92M	Sell	75,973 -2,162	-3%	-$129K	3.25%	1
2025 Q4	$4.16M	Sell	78,135 -732	-0.9%	-$39.6K	3.24%	2
2025 Q3	$4.18M	Sell	78,867 -25,701	-25%	-$1.19M	3.16%	1
2025 Q2	$4.12M	Buy	104,568 +32,666	+45%	+$1.08M	3.47%	2
2025 Q1	$2.47M	Buy	71,902 +5,520	+8%	+$253K	2.36%	11
2024 Q4	$3.27M	Buy	+66,382	New	+$3.71M	2.99%	8

Other funds holding URTY

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

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

Founders Financial Securities Towson, Maryland $2.03B AUM 15.42% 1-Year Est. Return

Golden State Equity Partners South Coast Metro, California $1.7B AUM 14.02% 1-Year Est. Return

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

International Private Wealth Advisors San Diego, California $239M AUM 11.26% 1-Year Est. Return

StoneX Group New York $2.75B AUM 24.13% 1-Year Est. Return

Allegheny Financial Group Pittsburgh, Pennsylvania $997M AUM 14.7% 1-Year Est. Return

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

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

MFG Wealth Management increased its ProShares UltraPro Russell2000 (URTY) stake by 0.33% in Q3 2026, buying an estimated $14.9K and bringing the position to 56,946 shares worth $3.82M. The position accounts for 2.77% of the portfolio, ranked #2.

MFG Wealth Management first reported a position in URTY in Q4 2024 and has held it in 8 quarters since. The position peaked at $4.96M in Q2 2026. 20 funds tracked by Wall St. Rank hold URTY as of Q3 2026.

MFG Wealth Management held 56,946 shares of ProShares UltraPro Russell2000 worth $3.82M as of Q3 2026.
MFG Wealth Management bought 185 ProShares UltraPro Russell2000 shares in Q3 2026, an estimated $14.9K.
ProShares UltraPro Russell2000 made up 2.77% of MFG Wealth Management's portfolio in Q3 2026, its #2 holding.
MFG Wealth Management first reported a position in ProShares UltraPro Russell2000 in Q4 2024 and has held it in 8 quarters since.
MFG Wealth Management's ProShares UltraPro Russell2000 position peaked at $4.96M in Q2 2026.
20 funds tracked by Wall St. Rank held ProShares UltraPro Russell2000 as of Q3 2026.

Based on MFG Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.