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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
2023
Q4 		– Hold
0
– -$4.12K – 795
2023
Q3 		– Hold
0
– – – 557

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.