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Arkadios Wealth Advisors’s ProShares Ultra Russell2000 UWM Stock Holding History

Arkadios Wealth Advisors’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
2021
Q3 		– Sell
-2,080
Closed -$124K – 2067
2021
Q2 		$124K Buy
+2,080
New +$120K 0.02% 668

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PFA
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Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
IFWM
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Jane Street
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FTUS
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HIS
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Arkadios Wealth Advisors's UWM Position: Q3 2021 in Review

Arkadios Wealth Advisors sold out of ProShares Ultra Russell2000 (UWM) in Q3 2021, closing a stake of 2,080 shares — an estimated $124K sold.

Arkadios Wealth Advisors first reported a position in UWM in Q2 2021 and held it in 1 quarter. The position peaked at $124K in Q2 2021. 51 funds tracked by Wall St. Rank hold UWM as of Q3 2021.

  • Arkadios Wealth Advisors reported no remaining ProShares Ultra Russell2000 position as of Q3 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 2,080 ProShares Ultra Russell2000 shares in Q3 2021, an estimated $124K.
  • Arkadios Wealth Advisors first reported a position in ProShares Ultra Russell2000 in Q2 2021 and held it in 1 quarter.
  • Arkadios Wealth Advisors's ProShares Ultra Russell2000 position peaked at $124K in Q2 2021.
  • 51 funds tracked by Wall St. Rank held ProShares Ultra Russell2000 as of Q3 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q3 2021, filed 19 Oct 2021.