Ausdal Financial Partners’s ProShares Ultra Russell2000 UWM Stock Holding History

Ausdal Financial Partners’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
2018 Q1	–	Sell	-13,724	Closed	-$485K	–	390
2017 Q4	$485K	Sell	13,724 -2,176	-14%	-$74.5K	0.17%	175
2017 Q3	$531K	Sell	15,900 -17,488	-52%	-$527K	0.21%	140
2017 Q2	$1M	Buy	33,388 +25,040	+300%	+$729K	0.43%	61
2017 Q1	$241K	Sell	8,348 -9,988	-54%	-$285K	0.11%	230
2016 Q4	$511K	Buy	18,336 +512	+3%	+$12.8K	0.24%	113
2016 Q3	$423K	Buy	17,824 +3,444	+24%	+$78.1K	0.21%	133
2016 Q2	$290K	Buy	+14,380	New	+$281K	0.15%	170
2016 Q1	–	Sell	-5,316	Closed	-$105K	–	989
2015 Q4	$105K	Buy	+5,316	New	+$110K	0.05%	303

Other funds holding UWM

HCM

Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return

PFG

Piershale Financial Group Barrington, Illinois $157M AUM 7.08% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

OIM

Orca Investment Management Roseburg, Oregon $118M AUM 36.88% 1-Year Est. Return

TSS

Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return

IFWM

Institute for Wealth Management Denver, Colorado $938M AUM 29.36% 1-Year Est. Return

DSN

D. Scott Neal Lexington, Kentucky $216M AUM 33.28% 1-Year Est. Return

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

Ausdal Financial Partners's UWM Position: Q1 2018 in Review

Ausdal Financial Partners sold out of ProShares Ultra Russell2000 (UWM) in Q1 2018, closing a stake of 13,724 shares — an estimated $485K sold.

Ausdal Financial Partners first reported a position in UWM in Q4 2015 and held it in 8 quarters. The position peaked at $1M in Q2 2017. 38 funds tracked by Wall St. Rank hold UWM as of Q1 2018.

Ausdal Financial Partners reported no remaining ProShares Ultra Russell2000 position as of Q1 2018 after selling out during the quarter.
Ausdal Financial Partners sold 13,724 ProShares Ultra Russell2000 shares in Q1 2018, an estimated $485K.
Ausdal Financial Partners first reported a position in ProShares Ultra Russell2000 in Q4 2015 and held it in 8 quarters.
Ausdal Financial Partners's ProShares Ultra Russell2000 position peaked at $1M in Q2 2017.
38 funds tracked by Wall St. Rank held ProShares Ultra Russell2000 as of Q1 2018.

Based on Ausdal Financial Partners's 13F filing for Q1 2018, filed 20 Apr 2018.