AE Wealth Management’s ProShares Ultra Russell2000 UWM Stock Holding History

AE Wealth Management’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	–	Sell	-104	Closed	-$4.85K	–	2782
2026 Q1	$4.85K	Hold	104	–	–	﹤0.01%	2380
2025 Q4	$4.89K	Buy	+104	New	+$4.92K	﹤0.01%	2234
2022 Q2	–	Sell	-6,585	Closed	-$306K	–	1850
2022 Q1	$306K	Sell	6,585 -5,609	-46%	-$259K	﹤0.01%	1415
2021 Q4	$677K	Sell	12,194 -5,697	-32%	-$328K	﹤0.01%	1128
2021 Q3	$967K	Buy	17,891 +10,524	+143%	+$585K	0.01%	880
2021 Q2	$441K	Sell	7,367 -5,789	-44%	-$334K	﹤0.01%	1187
2021 Q1	$735K	Sell	13,156 -6,974	-35%	-$385K	0.01%	876
2020 Q4	$902K	Buy	+20,130	New	+$726K	0.01%	744

Other funds holding UWM

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 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

AE Wealth Management's UWM Position: Q2 2026 in Review

AE Wealth Management sold out of ProShares Ultra Russell2000 (UWM) in Q2 2026, closing a stake of 104 shares — an estimated $4.85K sold.

AE Wealth Management first reported a position in UWM in Q4 2020 and held it in 8 quarters. The position peaked at $967K in Q3 2021. 44 funds tracked by Wall St. Rank hold UWM as of Q2 2026.

AE Wealth Management reported no remaining ProShares Ultra Russell2000 position as of Q2 2026 after selling out during the quarter.
AE Wealth Management sold 104 ProShares Ultra Russell2000 shares in Q2 2026, an estimated $4.85K.
AE Wealth Management first reported a position in ProShares Ultra Russell2000 in Q4 2020 and held it in 8 quarters.
AE Wealth Management's ProShares Ultra Russell2000 position peaked at $967K in Q3 2021.
44 funds tracked by Wall St. Rank held ProShares Ultra Russell2000 as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.