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Action Point Financial Planning’s ProShares Ultra Russell2000 UWM Stock Holding History

Action Point Financial Planning’s Portfolio UWM Stock Details UWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$19.1K Buy
+283
New +$16.8K ﹤0.01% 1149

Other funds holding UWM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CFIM
Client First Investment Management West Bend, Wisconsin $237M AUM 90.26% 1-Year Est. Return
GVCM
Global View Capital Management Waukesha, Wisconsin $484M AUM 48.46% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
LWPC
Legacy Wealth Partners (Colorado) Lakewood, Colorado $445M AUM
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
TWP
Tempus Wealth Planning Irvine, California $511M AUM 28.39% 1-Year Est. Return
GCA
Genesee Capital Advisors Auburn, New York $317M AUM 35.41% 1-Year Est. Return

Action Point Financial Planning's UWM Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in ProShares Ultra Russell2000 (UWM) in Q2 2026: 283 shares worth $19.1K. The stake represents ﹤0.01% of the portfolio and ranks #1149 among its holdings.

44 funds tracked by Wall St. Rank hold UWM as of Q2 2026.

  • Action Point Financial Planning held 283 shares of ProShares Ultra Russell2000 worth $19.1K as of Q2 2026.
  • ProShares Ultra Russell2000 was a new Action Point Financial Planning position in Q2 2026.
  • ProShares Ultra Russell2000 made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1149 holding.
  • 44 funds tracked by Wall St. Rank held ProShares Ultra Russell2000 as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.