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 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

MWM

MFG Wealth Management Indianapolis, Indiana $140M AUM 44.72% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MSG

Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

KPP

Kings Path Partners Sugar Land, Texas $376M AUM 19% 1-Year Est. Return

Physician Wealth Advisors's URTY Position: Q2 2026 in Review

Physician Wealth Advisors held its ProShares UltraPro Russell2000 (URTY) position steady in Q2 2026 at 206 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #694.

Physician Wealth Advisors first reported a position in URTY in Q4 2024 and has held it in 7 quarters since. 7 funds tracked by Wall St. Rank hold URTY as of Q2 2026.

Physician Wealth Advisors held 206 shares of ProShares UltraPro Russell2000 worth $18K as of Q2 2026.
Physician Wealth Advisors left its ProShares UltraPro Russell2000 share count unchanged in Q2 2026.
ProShares UltraPro Russell2000 made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #694 holding.
Physician Wealth Advisors first reported a position in ProShares UltraPro Russell2000 in Q4 2024 and has held it in 7 quarters since.
7 funds tracked by Wall St. Rank held ProShares UltraPro Russell2000 as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.