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 Q3	$3.27K	Buy	182 +1	+0.6%	+$22	﹤0.01%	728
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

Toth Financial Advisory's UPW Position: Q3 2026 in Review

Toth Financial Advisory increased its ProShares Ultra Utilities (UPW) stake by 0.55% in Q3 2026, buying an estimated $22 and bringing the position to 182 shares worth $3.27K. The position accounts for ﹤0.01% of the portfolio, ranked #728.

Toth Financial Advisory first reported a position in UPW in Q3 2023 and has held it in 13 quarters since. The position peaked at $12.5K in Q4 2023. 1 fund tracked by Wall St. Rank holds UPW as of Q3 2026.

Toth Financial Advisory held 182 shares of ProShares Ultra Utilities worth $3.27K as of Q3 2026.
Toth Financial Advisory bought 1 ProShares Ultra Utilities share in Q3 2026, an estimated $22.
ProShares Ultra Utilities made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #728 holding.
Toth Financial Advisory first reported a position in ProShares Ultra Utilities in Q3 2023 and has held it in 13 quarters since.
Toth Financial Advisory's ProShares Ultra Utilities position peaked at $12.5K in Q4 2023.
1 fund tracked by Wall St. Rank held ProShares Ultra Utilities as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.