Bogart Wealth LLC
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Bogart Wealth LLC’s ProShares Ultra Russell2000 UWM Stock Holding History

Bogart Wealth LLC’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 		– Sell
-1,000
Closed -$46.7K – 2092
2026
Q1 		$46.7K Buy
+1,000
New +$51.1K ﹤0.01% 511

Other funds holding UWM

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CFIM
Client First Investment Management West Bend, Wisconsin $210M AUM 50.85% 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 $1B AUM 19.18% 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 $522M AUM 17.46% 1-Year Est. Return
GCA
Genesee Capital Advisors Auburn, New York $317M AUM 35.41% 1-Year Est. Return

Bogart Wealth LLC's UWM Position: Q2 2026 in Review

Bogart Wealth LLC sold out of ProShares Ultra Russell2000 (UWM) in Q2 2026, closing a stake of 1,000 shares — an estimated $46.7K sold.

Bogart Wealth LLC first reported a position in UWM in Q1 2026 and held it in 1 quarter. The position peaked at $46.7K in Q1 2026. 43 funds tracked by Wall St. Rank hold UWM as of Q2 2026.

  • Bogart Wealth LLC reported no remaining ProShares Ultra Russell2000 position as of Q2 2026 after selling out during the quarter.
  • Bogart Wealth LLC sold 1,000 ProShares Ultra Russell2000 shares in Q2 2026, an estimated $46.7K.
  • Bogart Wealth LLC first reported a position in ProShares Ultra Russell2000 in Q1 2026 and held it in 1 quarter.
  • Bogart Wealth LLC's ProShares Ultra Russell2000 position peaked at $46.7K in Q1 2026.
  • 43 funds tracked by Wall St. Rank held ProShares Ultra Russell2000 as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.