Bank of America
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Bank of America’s ProShares Ultra Russell2000 UWM Stock Holding History

Bank of America’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
2014
Q2 		– Sell
-5,600
Closed -$121K – 8226
2014
Q1 		$121K Sell
5,600
-34,800
-86% -$738K ﹤0.01% 5832
2013
Q4 		$860K Sell
40,400
-1,200
-3% -$23.4K ﹤0.01% 4223
2013
Q3 		$758K Sell
41,600
-26,400
-39% -$452K ﹤0.01% 4224
2013
Q2 		$1.02M Buy
+68,000
New +$991K ﹤0.01% 4007

Other funds holding UWM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
CICI
Capital Investment Counsel Inc Raleigh, North Carolina $929M AUM 53.07% 1-Year Est. Return
DF
Dedeker Financial St. Louis Park, Minnesota $115M AUM
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

Bank of America's UWM Position: Q4 2025 in Review

Bank of America sold out of ProShares Ultra Russell2000 (UWM) in Q4 2025, closing a stake of 2,596 shares — an estimated $120K sold.

Bank of America first reported a position in UWM in Q2 2013 and held it in 21 quarters. The position peaked at $1.17M in Q2 2013. 44 funds tracked by Wall St. Rank hold UWM as of Q4 2025.

  • Bank of America reported no remaining ProShares Ultra Russell2000 position as of Q4 2025 after selling out during the quarter.
  • Bank of America sold 2,596 ProShares Ultra Russell2000 shares in Q4 2025, an estimated $120K.
  • Bank of America first reported a position in ProShares Ultra Russell2000 in Q2 2013 and held it in 21 quarters.
  • Bank of America's ProShares Ultra Russell2000 position peaked at $1.17M in Q2 2013.
  • 44 funds tracked by Wall St. Rank held ProShares Ultra Russell2000 as of Q4 2025.

Based on Bank of America's 13F filing for Q4 2025, filed 17 Feb 2026.