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Allworth Financial’s ProShares Ultra Russell2000 UWM Stock Holding History

Allworth Financial’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 		$4.38K Hold
65
– – ﹤0.01% 4194
2026
Q1 		$3.04K Buy
+65
New +$3.32K ﹤0.01% 4206
2020
Q1 		– Sell
-32
Closed -$1K – 1337
2019
Q4 		$1K Buy
+32
New +$1.12K ﹤0.01% 1018

Other funds holding UWM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
CFIM
Client First Investment Management West Bend, Wisconsin $210M AUM 50.85% 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 $1B AUM 19.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 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 $522M AUM 17.46% 1-Year Est. Return
GCA
Genesee Capital Advisors Auburn, New York $317M AUM 35.41% 1-Year Est. Return

Allworth Financial's UWM Position: Q2 2026 in Review

Allworth Financial held its ProShares Ultra Russell2000 (UWM) position steady in Q2 2026 at 65 shares worth $4.38K. The position accounts for ﹤0.01% of the portfolio, ranked #4194.

Allworth Financial first reported a position in UWM in Q4 2019 and has held it in 3 quarters since. 43 funds tracked by Wall St. Rank hold UWM as of Q2 2026.

  • Allworth Financial held 65 shares of ProShares Ultra Russell2000 worth $4.38K as of Q2 2026.
  • Allworth Financial left its ProShares Ultra Russell2000 share count unchanged in Q2 2026.
  • ProShares Ultra Russell2000 made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4194 holding.
  • Allworth Financial first reported a position in ProShares Ultra Russell2000 in Q4 2019 and has held it in 3 quarters since.
  • 43 funds tracked by Wall St. Rank held ProShares Ultra Russell2000 as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.