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BDO Wealth Advisors’s ProShares Ultra Russell2000 UWM Stock Holding History

BDO 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
2022
Q4 		– Sell
-1,000
Closed -$29K – 1085
2022
Q3 		$29K Hold
1,000
– – ﹤0.01% 501
2022
Q2 		$31K Hold
1,000
– – ﹤0.01% 489
2022
Q1 		$46K Hold
1,000
– – ﹤0.01% 449
2021
Q4 		$56K Hold
1,000
– – 0.01% 432
2021
Q3 		$54K Sell
1,000
-1,200
-55% -$66.7K 0.01% 438
2021
Q2 		$132K Sell
2,200
-800
-27% -$46.1K 0.01% 343
2021
Q1 		$168K Buy
3,000
+1,200
+67% +$66.2K 0.02% 310
2020
Q4 		$81K Buy
+1,800
New +$64.9K 0.01% 308

Other funds holding UWM

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
WWM
Windsor Wealth Management Indianapolis, Indiana $546M AUM 16.47% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $938M AUM 29.36% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
CICI
Capital Investment Counsel Inc Raleigh, North Carolina $816M AUM 34.73% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
HT
HAP Trading New York $1.42B AUM 41.92% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FA
Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return

BDO Wealth Advisors's UWM Position: Q4 2022 in Review

BDO Wealth Advisors sold out of ProShares Ultra Russell2000 (UWM) in Q4 2022, closing a stake of 1,000 shares — an estimated $29K sold.

BDO Wealth Advisors first reported a position in UWM in Q4 2020 and held it in 8 quarters. The position peaked at $168K in Q1 2021. 40 funds tracked by Wall St. Rank hold UWM as of Q4 2022.

  • BDO Wealth Advisors reported no remaining ProShares Ultra Russell2000 position as of Q4 2022 after selling out during the quarter.
  • BDO Wealth Advisors sold 1,000 ProShares Ultra Russell2000 shares in Q4 2022, an estimated $29K.
  • BDO Wealth Advisors first reported a position in ProShares Ultra Russell2000 in Q4 2020 and held it in 8 quarters.
  • BDO Wealth Advisors's ProShares Ultra Russell2000 position peaked at $168K in Q1 2021.
  • 40 funds tracked by Wall St. Rank held ProShares Ultra Russell2000 as of Q4 2022.

Based on BDO Wealth Advisors's 13F filing for Q4 2022, filed 27 Jan 2023.