Aveo Capital Partners’s ProShares Ultra Russell2000 UWM Stock Holding History

Aveo Capital 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
2025 Q1	–	Sell	-29,802	Closed	-$1.25M	–	331
2024 Q4	$1.25M	Sell	29,802 -93,661	-76%	-$4.24M	0.14%	115
2024 Q3	$5.3M	Buy	+123,463	New	+$5.03M	0.56%	56
2024 Q1	–	Sell	-345,468	Closed	-$13.1M	–	391
2023 Q4	$13.1M	Buy	+345,468	New	+$10.6M	1.59%	13
2023 Q3	–	Sell	-59,969	Closed	-$2.06M	–	357
2023 Q2	$2.06M	Buy	+59,969	New	+$1.89M	0.26%	89
2021 Q4	–	Sell	-264,666	Closed	-$14.3M	–	296
2021 Q3	$14.3M	Buy	+264,666	New	+$14.7M	2.98%	6
2021 Q2	–	Sell	-25,142	Closed	-$1.41M	–	275
2021 Q1	$1.41M	Buy	+25,142	New	+$1.39M	0.35%	63

Other funds holding UWM

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

PCS

Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

PAS

Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

CWM

Crowley Wealth Management Wilmington, Delaware $126M AUM 23.04% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Aveo Capital Partners's UWM Position: Q1 2025 in Review

Aveo Capital Partners sold out of ProShares Ultra Russell2000 (UWM) in Q1 2025, closing a stake of 29,802 shares — an estimated $1.25M sold.

Aveo Capital Partners first reported a position in UWM in Q1 2021 and held it in 6 quarters. The position peaked at $14.3M in Q3 2021. 53 funds tracked by Wall St. Rank hold UWM as of Q1 2025.

Aveo Capital Partners reported no remaining ProShares Ultra Russell2000 position as of Q1 2025 after selling out during the quarter.
Aveo Capital Partners sold 29,802 ProShares Ultra Russell2000 shares in Q1 2025, an estimated $1.25M.
Aveo Capital Partners first reported a position in ProShares Ultra Russell2000 in Q1 2021 and held it in 6 quarters.
Aveo Capital Partners's ProShares Ultra Russell2000 position peaked at $14.3M in Q3 2021.
53 funds tracked by Wall St. Rank held ProShares Ultra Russell2000 as of Q1 2025.

Based on Aveo Capital Partners's 13F filing for Q1 2025, filed 12 May 2025.