Ashton Thomas Private Wealth
UWM icon

Ashton Thomas Private Wealth’s ProShares Ultra Russell2000 UWM Stock Holding History

Ashton Thomas Private Wealth’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
-80,207
Closed -$4.8M – 385
2021
Q2 		$4.8M Buy
80,207
+63,123
+369% +$3.64M 0.73% 32
2021
Q1 		$955K Buy
+17,084
New +$942K 0.16% 149

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Aveo Capital Partners
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Plotkin Financial Advisors
Plotkin Financial Advisors Chevy Chase, Maryland $241M AUM 34.14% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Institute for Wealth Management
Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Flow Traders U.S.
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Harvest Investment Services
Harvest Investment Services Oakbrook Terrace, Illinois $647M AUM 89.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ashton Thomas Private Wealth's UWM Position: Q3 2021 in Review

Ashton Thomas Private Wealth sold out of ProShares Ultra Russell2000 (UWM) in Q3 2021, closing a stake of 80,207 shares — an estimated $4.8M sold.

Ashton Thomas Private Wealth first reported a position in UWM in Q1 2021 and held it in 2 quarters. The position peaked at $4.8M in Q2 2021. 51 funds tracked by Wall St. Rank hold UWM as of Q3 2021.

  • Ashton Thomas Private Wealth reported no remaining ProShares Ultra Russell2000 position as of Q3 2021 after selling out during the quarter.
  • Ashton Thomas Private Wealth sold 80,207 ProShares Ultra Russell2000 shares in Q3 2021, an estimated $4.8M.
  • Ashton Thomas Private Wealth first reported a position in ProShares Ultra Russell2000 in Q1 2021 and held it in 2 quarters.
  • Ashton Thomas Private Wealth's ProShares Ultra Russell2000 position peaked at $4.8M in Q2 2021.
  • 51 funds tracked by Wall St. Rank held ProShares Ultra Russell2000 as of Q3 2021.

Based on Ashton Thomas Private Wealth's 13F filing for Q3 2021, filed 22 Apr 2024.