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

Bank of Montreal’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
2026
Q2 		$6.72K Sell
100
-200
-67% -$11.9K ﹤0.01% 3705
2026
Q1 		$14K Buy
+300
New +$15.3K ﹤0.01% 3523
2025
Q4 		– Sell
-400
Closed -$18.5K – 3849
2025
Q3 		$18.5K Buy
+400
New +$16.9K ﹤0.01% 3297
2024
Q2 		– Sell
-1,100
Closed -$45K – 4268
2024
Q1 		$45K Buy
1,100
+200
+22% +$7.42K ﹤0.01% 3469
2023
Q4 		$35.6K Buy
+900
New +$27.7K ﹤0.01% 3638
2018
Q2 		– Sell
-160
Closed -$6K – 4882
2018
Q1 		$6K Sell
160
-160
-50% -$5.76K ﹤0.01% 3893
2017
Q4 		$11K Hold
320
– – ﹤0.01% 3750
2017
Q3 		$11K Hold
320
– – ﹤0.01% 3673
2017
Q2 		$10K Hold
320
– – ﹤0.01% 3718
2017
Q1 		$9K Hold
320
– – ﹤0.01% 3590
2016
Q4 		$8K Buy
+320
New +$8.01K ﹤0.01% 3659

Other funds holding UWM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
CFIM
Client First Investment Management West Bend, Wisconsin $237M AUM 90.26% 1-Year Est. Return
GVCM
Global View Capital Management Waukesha, Wisconsin $484M AUM 48.46% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
LWPC
Legacy Wealth Partners (Colorado) Lakewood, Colorado $445M AUM
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
TWP
Tempus Wealth Planning Irvine, California $511M AUM 28.39% 1-Year Est. Return
GCA
Genesee Capital Advisors Auburn, New York $317M AUM 35.41% 1-Year Est. Return

Bank of Montreal's UWM Position: Q2 2026 in Review

Bank of Montreal reduced its ProShares Ultra Russell2000 (UWM) stake by 67% in Q2 2026, selling an estimated $11.9K and leaving 100 shares worth $6.72K. The position accounts for ﹤0.01% of the portfolio, ranked #3705.

Bank of Montreal first reported a position in UWM in Q4 2016 and has held it in 11 quarters since. The position peaked at $45K in Q1 2024. 43 funds tracked by Wall St. Rank hold UWM as of Q2 2026.

  • Bank of Montreal held 100 shares of ProShares Ultra Russell2000 worth $6.72K as of Q2 2026.
  • Bank of Montreal sold 200 ProShares Ultra Russell2000 shares in Q2 2026, an estimated $11.9K.
  • ProShares Ultra Russell2000 made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #3705 holding.
  • Bank of Montreal first reported a position in ProShares Ultra Russell2000 in Q4 2016 and has held it in 11 quarters since.
  • Bank of Montreal's ProShares Ultra Russell2000 position peaked at $45K in Q1 2024.
  • 43 funds tracked by Wall St. Rank held ProShares Ultra Russell2000 as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.