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Toth Financial Advisory’s ProShares Ultra Utilities UPW Stock Holding History

Toth Financial Advisory’s Portfolio UPW Stock Details UPW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.35K Buy
181
+1
+0.6% +$24 ﹤0.01% 673
2026
Q1 		$4.47K Buy
180
+5
+3% +$119 ﹤0.01% 648
2025
Q4 		$3.81K Sell
175
-1
-0.6% -$23 ﹤0.01% 657
2025
Q3 		$4K Buy
176
+64
+57% +$1.38K ﹤0.01% 639
2025
Q2 		$2.3K Hold
112
– – ﹤0.01% 629
2025
Q1 		$2.18K Hold
112
– – ﹤0.01% 596
2024
Q4 		$2.03K Buy
112
+40
+56% +$792 ﹤0.01% 582
2024
Q3 		$1.5K Buy
72
+8
+13% +$140 ﹤0.01% 634
2024
Q2 		$955 Buy
64
+4
+7% +$61 ﹤0.01% 697
2024
Q1 		$844 Sell
60
-880
-94% -$11.2K ﹤0.01% 692
2023
Q4 		$12.5K Hold
940
– – ﹤0.01% 432
2023
Q3 		$11K Buy
+940
New +$13.2K ﹤0.01% 431

Other funds holding UPW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

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

Toth Financial Advisory increased its ProShares Ultra Utilities (UPW) stake by 0.56% in Q2 2026, buying an estimated $24 and bringing the position to 181 shares worth $4.35K. The position accounts for ﹤0.01% of the portfolio, ranked #673.

Toth Financial Advisory first reported a position in UPW in Q3 2023 and has held it in 12 quarters since. The position peaked at $12.5K in Q4 2023. 3 funds tracked by Wall St. Rank hold UPW as of Q2 2026.

  • Toth Financial Advisory held 181 shares of ProShares Ultra Utilities worth $4.35K as of Q2 2026.
  • Toth Financial Advisory bought 1 ProShares Ultra Utilities share in Q2 2026, an estimated $24.
  • ProShares Ultra Utilities made up ﹤0.01% of Toth Financial Advisory's portfolio in Q2 2026, its #673 holding.
  • Toth Financial Advisory first reported a position in ProShares Ultra Utilities in Q3 2023 and has held it in 12 quarters since.
  • Toth Financial Advisory's ProShares Ultra Utilities position peaked at $12.5K in Q4 2023.
  • 3 funds tracked by Wall St. Rank held ProShares Ultra Utilities as of Q2 2026.

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