URTY β€” PROSHARES TR

Ownership history in Allegheny Financial Group  Β·  5 quarters on record

AI Ownership Summary

Allegheny Financial Group reported PROSHARES TR (URTY) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.08% in 2025 Q2. The latest visible filing shows URTY at 0.06% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this URTY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Allegheny Financial Group's position in PROSHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

URTY was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.08% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Allegheny Financial Group held URTY β€” position size vs. price
% of Fund (quarterly)    URTY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 7,943 +3,094 +63.8% 0.06% $409K 2026-04-16 $65.98
2025 Q4 REDUCED 4,849 -260 -5.1% 0.04% $258K 2026-02-02 $63.11
2025 Q3 REDUCED 5,109 -3,636 -41.6% 0.05% $271K 2025-11-06 $50.40
2025 Q2 ADDED 8,745 +1,500 +20.7% 0.08% $344K 2025-08-13 $46.83
2025 Q1 INITIATED 7,245 β€” β€” 0.06% $249K 2025-05-13 $35.95

🏒 Other funds also holding URTY

As of 2026 Q1 β€” sorted by position size

MFG WEALTH MANAGEMENT, INC. 3.25% TOTH FINANCIAL ADVISORY CORP 3Y 7Y 0.07% FOUNDERS FINANCIAL SECURITIES LLC 3Y 7Y 0.03%

FAQ About Allegheny Financial Group and URTY

These are the practical questions this page is built to answer before you even open the full history table.

How long has Allegheny Financial Group reported owning URTY?

Allegheny Financial Group reported URTY across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported URTY position in Allegheny Financial Group's portfolio?

The largest reported portfolio weight for URTY was 0.08% in 2025 Q2.

What is the latest reported URTY position on this page?

The most recent filing on this page is 2026 Q1, when Allegheny Financial Group reported 7,943 shares, equal to 0.06% of portfolio, with an estimated market value of $409K.

What does the chart on this URTY ownership page compare?

The chart compares Allegheny Financial Group's quarterly URTY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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