AWM
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Apollon Wealth Management’s ProShares Ultra Russell2000 UWM Stock Holding History

Apollon 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
2022
Q3 		– Sell
-13,041
Closed -$403K – 857
2022
Q2 		$403K Sell
13,041
-16
-0.1% -$594 0.03% 483
2022
Q1 		$606K Sell
13,057
-19
-0.1% -$879 0.04% 410
2021
Q4 		$726K Buy
+13,076
New +$752K 0.05% 375

Other funds holding UWM

Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return
WWM
Windsor Wealth Management Indianapolis, Indiana $546M AUM 16.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $938M AUM 29.36% 1-Year Est. Return
CICI
Capital Investment Counsel Inc Raleigh, North Carolina $816M AUM 34.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Apollon Wealth Management's UWM Position: Q3 2022 in Review

Apollon Wealth Management sold out of ProShares Ultra Russell2000 (UWM) in Q3 2022, closing a stake of 13,041 shares — an estimated $403K sold.

Apollon Wealth Management first reported a position in UWM in Q4 2021 and held it in 3 quarters. The position peaked at $726K in Q4 2021. 40 funds tracked by Wall St. Rank hold UWM as of Q3 2022.

  • Apollon Wealth Management reported no remaining ProShares Ultra Russell2000 position as of Q3 2022 after selling out during the quarter.
  • Apollon Wealth Management sold 13,041 ProShares Ultra Russell2000 shares in Q3 2022, an estimated $403K.
  • Apollon Wealth Management first reported a position in ProShares Ultra Russell2000 in Q4 2021 and held it in 3 quarters.
  • Apollon Wealth Management's ProShares Ultra Russell2000 position peaked at $726K in Q4 2021.
  • 40 funds tracked by Wall St. Rank held ProShares Ultra Russell2000 as of Q3 2022.

Based on Apollon Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.