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Toth Financial Advisory’s ProShares UltraPro S&P 500 UPRO Stock Holding History

Toth Financial Advisory’s Portfolio UPRO Stock Details UPRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.91M Sell
13,459
-172
-1% -$22.8K 0.19% 109
2026
Q1 		$1.32M Sell
13,631
-484
-3% -$54.7K 0.15% 117
2025
Q4 		$1.63M Sell
14,115
-1,976
-12% -$226K 0.18% 108
2025
Q3 		$1.79M Sell
16,091
-11,176
-41% -$1.12M 0.19% 103
2025
Q2 		$2.49M Buy
27,267
+7,815
+40% +$580K 0.29% 92
2025
Q1 		$1.44M Sell
19,452
-7,192
-27% -$631K 0.17% 109
2024
Q4 		$2.36M Sell
26,644
-1,168
-4% -$107K 0.28% 99
2024
Q3 		$2.4M Sell
27,812
-4,775
-15% -$375K 0.28% 98
2024
Q2 		$2.5M Buy
32,587
+3,487
+12% +$242K 0.32% 94
2024
Q1 		$2.05M Sell
29,100
-23,035
-44% -$1.42M 0.26% 100
2023
Q4 		$2.85M Buy
52,135
+1,360
+3% +$62.3K 0.39% 79
2023
Q3 		$2.09M Buy
50,775
+875
+2% +$41.2K 0.32% 86
2023
Q2 		$2.36M Buy
49,900
+12,633
+34% +$516K 0.34% 85
2023
Q1 		$1.44M Buy
37,267
+7,144
+24% +$260K 0.22% 99
2022
Q4 		$987K Buy
30,123
+48
+0.2% +$1.64K 0.16% 107
2022
Q3 		$854K Buy
30,075
+1,797
+6% +$72K 0.15% 107
2022
Q2 		$986K Buy
28,278
+1,140
+4% +$53.2K 0.17% 107
2022
Q1 		$1.73M Buy
27,138
+1,602
+6% +$99.3K 0.26% 92
2021
Q4 		$1.95M Sell
25,536
-1,760
-6% -$122K 0.27% 88
2021
Q3 		$1.55M Sell
27,296
-920
-3% -$56.8K 0.24% 96
2021
Q2 		$1.6M Sell
28,216
-2,564
-8% -$135K 0.24% 93
2021
Q1 		$1.39M Buy
30,780
+2,726
+10% +$114K 0.22% 91
2020
Q4 		$1.08M Sell
28,054
-4,554
-14% -$150K 0.18% 97
2020
Q3 		$912K Buy
32,608
+1,882
+6% +$51.4K 0.18% 99
2020
Q2 		$681K Buy
30,726
+14,340
+88% +$279K 0.15% 106
2020
Q1 		$226K Sell
16,386
-39,888
-71% -$1.19M 0.07% 123
2019
Q4 		$1.97M Buy
56,274
+1,150
+2% +$35.2K 0.4% 69
2019
Q3 		$1.52M Buy
55,124
+1,364
+3% +$37.3K 0.33% 72
2019
Q2 		$1.46M Buy
53,760
+440
+0.8% +$11.3K 0.33% 72
2019
Q1 		$1.31M Buy
53,320
+40,778
+325% +$899K 0.31% 72
2018
Q4 		$218K Buy
12,542
+1,352
+12% +$30.4K 0.06% 125
2018
Q3 		$320K Hold
11,190
– – 0.07% 135
2018
Q2 		$262K Buy
11,190
+90
+0.8% +$2.08K 0.06% 139
2018
Q1 		$242K Sell
11,100
-1,218
-10% -$30K 0.06% 143
2017
Q4 		$288K Sell
12,318
-1,074
-8% -$23.1K 0.07% 134
2017
Q3 		$260K Sell
13,392
-330
-2% -$6.03K 0.07% 131
2017
Q2 		$238K Hold
13,722
– – 0.06% 127
2017
Q1 		$220K Buy
+13,722
New +$210K 0.06% 123

Other funds holding UPRO

MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
DC
DeDora Capital Napa, California $460M AUM 25.48% 1-Year Est. Return
WP
Westmount Partners Los Angeles, California $457M AUM 31.05% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $165M AUM 27.01% 1-Year Est. Return

Toth Financial Advisory's UPRO Position: Q2 2026 in Review

Toth Financial Advisory reduced its ProShares UltraPro S&P 500 (UPRO) stake by 1.3% in Q2 2026, selling an estimated $22.8K and leaving 13,459 shares worth $1.91M. The position accounts for 0.19% of the portfolio, ranked #109.

Toth Financial Advisory first reported a position in UPRO in Q1 2017 and has held it in 38 quarters since. The position peaked at $2.85M in Q4 2023. 23 funds tracked by Wall St. Rank hold UPRO as of Q2 2026.

  • Toth Financial Advisory held 13,459 shares of ProShares UltraPro S&P 500 worth $1.91M as of Q2 2026.
  • Toth Financial Advisory sold 172 ProShares UltraPro S&P 500 shares in Q2 2026, an estimated $22.8K.
  • ProShares UltraPro S&P 500 made up 0.19% of Toth Financial Advisory's portfolio in Q2 2026, its #109 holding.
  • Toth Financial Advisory first reported a position in ProShares UltraPro S&P 500 in Q1 2017 and has held it in 38 quarters since.
  • Toth Financial Advisory's ProShares UltraPro S&P 500 position peaked at $2.85M in Q4 2023.
  • 23 funds tracked by Wall St. Rank held ProShares UltraPro S&P 500 as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.