Physician Wealth Advisors’s ProShares UltraPro Russell2000 URTY Stock Holding History

Physician Wealth Advisors’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	$13.8K	Hold	206	–	–	﹤0.01%	814
2026 Q2	$18K	Hold	206	–	–	﹤0.01%	694
2026 Q1	$10.6K	Buy	206 +1	+0.5%	+$60	﹤0.01%	781
2025 Q4	$10.9K	Hold	205	–	–	﹤0.01%	745
2025 Q3	$10.9K	Hold	205	–	–	﹤0.01%	733
2025 Q2	$8.06K	Buy	205 +1	+0.5%	+$33	﹤0.01%	684
2025 Q1	$7.01K	Hold	204	–	–	﹤0.01%	675
2024 Q4	$10.1K	Buy	+204	New	+$11.4K	﹤0.01%	630

Other funds holding URTY

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

MFG Wealth Management Indianapolis, Indiana $138M AUM 31.54% 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

Physician Wealth Advisors's URTY Position: Q3 2026 in Review

Physician Wealth Advisors held its ProShares UltraPro Russell2000 (URTY) position steady in Q3 2026 at 206 shares worth $13.8K. The position accounts for ﹤0.01% of the portfolio, ranked #814.

Physician Wealth Advisors first reported a position in URTY in Q4 2024 and has held it in 8 quarters since. The position peaked at $18K in Q2 2026. 25 funds tracked by Wall St. Rank hold URTY as of Q3 2026.

Physician Wealth Advisors held 206 shares of ProShares UltraPro Russell2000 worth $13.8K as of Q3 2026.
Physician Wealth Advisors left its ProShares UltraPro Russell2000 share count unchanged in Q3 2026.
ProShares UltraPro Russell2000 made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #814 holding.
Physician Wealth Advisors first reported a position in ProShares UltraPro Russell2000 in Q4 2024 and has held it in 8 quarters since.
Physician Wealth Advisors's ProShares UltraPro Russell2000 position peaked at $18K in Q2 2026.
25 funds tracked by Wall St. Rank held ProShares UltraPro Russell2000 as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.