AWM
UWM icon

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
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

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TFA
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Citadel Advisors
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Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
GVCM
Global View Capital Management Waukesha, Wisconsin $377M AUM 31.41% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
DF
Dedeker Financial St. Louis Park, Minnesota $115M AUM
CICI
Capital Investment Counsel Inc Raleigh, North Carolina $816M AUM 34.73% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.37B AUM 20.71% 1-Year Est. Return