Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s ProShares Ultra Russell2000 UWM Stock Holding History

Cambridge Investment Research 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
2025
Q3 		– Sell
-67,930
Closed -$2.56M – 3869
2025
Q2 		$2.56M Buy
+67,930
New +$2.25M 0.01% 1244
2025
Q1 		– Sell
-88,947
Closed -$3.72M – 3643
2024
Q4 		$3.72M Buy
+88,947
New +$4.02M 0.01% 965
2021
Q4 		– Sell
-6,573
Closed -$355K – 3275
2021
Q3 		$355K Buy
+6,573
New +$365K ﹤0.01% 2323
2019
Q3 		– Sell
-10,592
Closed -$365K – 2413
2019
Q2 		$365K Sell
10,592
-1,550
-13% -$52.7K ﹤0.01% 1629
2019
Q1 		$409K Sell
12,142
-1,004
-8% -$32.8K ﹤0.01% 1612
2018
Q4 		$343K Buy
13,146
+2,246
+21% +$73.9K ﹤0.01% 1571
2018
Q3 		$461K Buy
10,900
+268
+3% +$11.4K ﹤0.01% 1489
2018
Q2 		$423K Buy
10,632
+432
+4% +$16.5K ﹤0.01% 1494
2018
Q1 		$354K Sell
10,200
-506
-5% -$18.2K ﹤0.01% 1552
2017
Q4 		$378K Sell
10,706
-1,504
-12% -$51.5K ﹤0.01% 1484
2017
Q3 		$408K Buy
12,210
+510
+4% +$15.4K 0.01% 1362
2017
Q2 		$352K Buy
+11,700
New +$341K 0.01% 1415
2016
Q4 		– Sell
-10,948
Closed -$260K – 1816
2016
Q3 		$260K Sell
10,948
-1,988
-15% -$45.1K ﹤0.01% 1382
2016
Q2 		$261K Sell
12,936
-904
-7% -$17.7K 0.01% 1238
2016
Q1 		$262K Buy
13,840
+612
+5% +$10.2K 0.01% 1247
2015
Q4 		$262K Sell
13,228
-2,540
-16% -$52.7K 0.01% 1190
2015
Q3 		$294K Sell
15,768
-944
-6% -$20.9K 0.01% 1034
2015
Q2 		$408K Buy
16,712
+284
+2% +$6.96K 0.01% 917
2015
Q1 		$398K Buy
16,428
+3,100
+23% +$70.8K 0.01% 913
2014
Q4 		$301K Buy
+13,328
New +$275K 0.01% 1023
2014
Q3 		– Sell
-20,292
Closed -$452K – 1499
2014
Q2 		$452K Sell
20,292
-5,420
-21% -$111K 0.02% 807
2014
Q1 		$554K Buy
25,712
+912
+4% +$19.3K 0.02% 671
2013
Q4 		$528K Sell
24,800
-3,420
-12% -$66.6K 0.02% 639
2013
Q3 		$514K Buy
28,220
+2,720
+11% +$46.6K 0.02% 615
2013
Q2 		$382K Buy
+25,500
New +$372K 0.02% 656

Other funds holding UWM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CFIM
Client First Investment Management West Bend, Wisconsin $237M AUM 90.28% 1-Year Est. Return
CWM
Crowley Wealth Management Wilmington, Delaware $126M AUM 23.04% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
CICI
Capital Investment Counsel Inc Raleigh, North Carolina $816M AUM 34.73% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.37B AUM 20.71% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Cambridge Investment Research Advisors's UWM Position: Q3 2025 in Review

Cambridge Investment Research Advisors sold out of ProShares Ultra Russell2000 (UWM) in Q3 2025, closing a stake of 67,930 shares — an estimated $2.56M sold.

Cambridge Investment Research Advisors first reported a position in UWM in Q2 2013 and held it in 25 quarters. The position peaked at $3.72M in Q4 2024. 43 funds tracked by Wall St. Rank hold UWM as of Q3 2025.

  • Cambridge Investment Research Advisors reported no remaining ProShares Ultra Russell2000 position as of Q3 2025 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 67,930 ProShares Ultra Russell2000 shares in Q3 2025, an estimated $2.56M.
  • Cambridge Investment Research Advisors first reported a position in ProShares Ultra Russell2000 in Q2 2013 and held it in 25 quarters.
  • Cambridge Investment Research Advisors's ProShares Ultra Russell2000 position peaked at $3.72M in Q4 2024.
  • 43 funds tracked by Wall St. Rank held ProShares Ultra Russell2000 as of Q3 2025.

Based on Cambridge Investment Research Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.