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

Axxcess 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
2025
Q3 		– Sell
-24,386
Closed -$919K – 972
2025
Q2 		$919K Buy
24,386
+5,873
+32% +$195K 0.02% 446
2025
Q1 		$619K Sell
18,513
-11,891
-39% -$476K 0.02% 501
2024
Q4 		$1.27M Buy
+30,404
New +$1.38M 0.03% 357

Other funds holding UWM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CFIM
Client First Investment Management West Bend, Wisconsin $237M AUM 90.28% 1-Year Est. Return
CWM
Crowley Wealth Management Wilmington, Delaware $126M AUM 23.04% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
CICI
Capital Investment Counsel Inc Raleigh, North Carolina $816M AUM 34.73% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.37B AUM 20.71% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Axxcess Wealth Management's UWM Position: Q3 2025 in Review

Axxcess Wealth Management sold out of ProShares Ultra Russell2000 (UWM) in Q3 2025, closing a stake of 24,386 shares — an estimated $919K sold.

Axxcess Wealth Management first reported a position in UWM in Q4 2024 and held it in 3 quarters. The position peaked at $1.27M in Q4 2024. 43 funds tracked by Wall St. Rank hold UWM as of Q3 2025.

  • Axxcess Wealth Management reported no remaining ProShares Ultra Russell2000 position as of Q3 2025 after selling out during the quarter.
  • Axxcess Wealth Management sold 24,386 ProShares Ultra Russell2000 shares in Q3 2025, an estimated $919K.
  • Axxcess Wealth Management first reported a position in ProShares Ultra Russell2000 in Q4 2024 and held it in 3 quarters.
  • Axxcess Wealth Management's ProShares Ultra Russell2000 position peaked at $1.27M in Q4 2024.
  • 43 funds tracked by Wall St. Rank held ProShares Ultra Russell2000 as of Q3 2025.

Based on Axxcess Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.