Blue Bell Private Wealth Management’s ProShares Ultra Russell2000 UWM Stock Holding History

Blue Bell Private 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 Q2	–	Sell	-100	Closed	-$3.34K	–	759
2025 Q1	$3.34K	Hold	100	–	–	﹤0.01%	602
2024 Q4	$4.18K	Hold	100	–	–	﹤0.01%	561
2024 Q3	$4.29K	Hold	100	–	–	﹤0.01%	581
2024 Q2	$3.72K	Hold	100	–	–	﹤0.01%	594
2024 Q1	$4.08K	Hold	100	–	–	﹤0.01%	592
2023 Q4	$3.81K	Hold	100	–	–	﹤0.01%	583
2023 Q3	$3.02K	Hold	100	–	–	﹤0.01%	546
2023 Q2	$3.44K	Hold	100	–	–	﹤0.01%	539
2023 Q1	$3.18K	Hold	100	–	–	﹤0.01%	512
2022 Q4	$3.11K	Hold	100	–	–	﹤0.01%	529
2022 Q3	$3K	Hold	100	–	–	﹤0.01%	571
2022 Q2	$3K	Hold	100	–	–	﹤0.01%	614
2022 Q1	$5K	Hold	100	–	–	﹤0.01%	568
2021 Q4	$6K	Buy	+100	New	+$5.75K	﹤0.01%	516

Other funds holding UWM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PCS

Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

PAS

Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

CWM

Crowley Wealth Management Wilmington, Delaware $126M AUM 23.04% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Blue Bell Private Wealth Management's UWM Position: Q2 2025 in Review

Blue Bell Private Wealth Management sold out of ProShares Ultra Russell2000 (UWM) in Q2 2025, closing a stake of 100 shares — an estimated $3.34K sold.

Blue Bell Private Wealth Management first reported a position in UWM in Q4 2021 and held it in 14 quarters. The position peaked at $6K in Q4 2021. 54 funds tracked by Wall St. Rank hold UWM as of Q2 2025.

Blue Bell Private Wealth Management reported no remaining ProShares Ultra Russell2000 position as of Q2 2025 after selling out during the quarter.
Blue Bell Private Wealth Management sold 100 ProShares Ultra Russell2000 shares in Q2 2025, an estimated $3.34K.
Blue Bell Private Wealth Management first reported a position in ProShares Ultra Russell2000 in Q4 2021 and held it in 14 quarters.
Blue Bell Private Wealth Management's ProShares Ultra Russell2000 position peaked at $6K in Q4 2021.
54 funds tracked by Wall St. Rank held ProShares Ultra Russell2000 as of Q2 2025.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2025, filed 11 Aug 2025.