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B. Riley Wealth Advisors’s ProShares Ultra Russell2000 UWM Stock Holding History

B. Riley 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
2025
Q3 		– Sell
-16,135
Closed -$608K – 1179
2025
Q2 		$608K Buy
+16,135
New +$534K 0.03% 467
2024
Q4 		$659K Buy
+15,754
New +$713K 0.02% 591
2021
Q3 		– Sell
-3,549
Closed -$213K – 1474
2021
Q2 		$213K Sell
3,549
-4,147
-54% -$239K 0.01% 1191
2021
Q1 		$431K Buy
7,696
+824
+12% +$45.5K 0.02% 811
2020
Q4 		$309K Buy
+6,872
New +$248K 0.02% 742
2015
Q2 		– Sell
-9,140
Closed -$222K – 588
2015
Q1 		$222K Buy
9,140
+1,388
+18% +$31.7K 0.05% 438
2014
Q4 		$175 Sell
7,752
-22,260
-74% -$460K ﹤0.01% 1438
2014
Q3 		$568K Sell
30,012
-50,768
-63% -$1.05M 0.15% 179
2014
Q2 		$942K Sell
80,780
-44,656
-36% -$913K 0.22% 96
2014
Q1 		$2.71M Buy
125,436
+119,224
+1,919% +$2.53M 0.82% 19
2013
Q4 		$132K Sell
6,212
-179,316
-97% -$3.49M 0.04% 478
2013
Q3 		$3.38M Sell
185,528
-51,536
-22% -$882K 1.16% 8
2013
Q2 		$3.55M Buy
+237,064
New +$3.45M 1.2% 10

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 $929M AUM 53.07% 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 $1.62B AUM 27.01% 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

B. Riley Wealth Advisors's UWM Position: Q3 2025 in Review

B. Riley Wealth Advisors sold out of ProShares Ultra Russell2000 (UWM) in Q3 2025, closing a stake of 16,135 shares — an estimated $608K sold.

B. Riley Wealth Advisors first reported a position in UWM in Q2 2013 and held it in 13 quarters. The position peaked at $3.55M in Q2 2013. 43 funds tracked by Wall St. Rank hold UWM as of Q3 2025.

  • B. Riley Wealth Advisors reported no remaining ProShares Ultra Russell2000 position as of Q3 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 16,135 ProShares Ultra Russell2000 shares in Q3 2025, an estimated $608K.
  • B. Riley Wealth Advisors first reported a position in ProShares Ultra Russell2000 in Q2 2013 and held it in 13 quarters.
  • B. Riley Wealth Advisors's ProShares Ultra Russell2000 position peaked at $3.55M in Q2 2013.
  • 43 funds tracked by Wall St. Rank held ProShares Ultra Russell2000 as of Q3 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2025, filed 31 Oct 2025.