Capital Investment Advisory Services’s ProShares Ultra Russell2000 UWM Stock Holding History

Capital Investment Advisory Services’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	$2.53M	Buy	37,577 +1,379	+4%	+$81.9K	0.16%	155
2026 Q1	$1.69M	Sell	36,198 -1,758	-5%	-$89.9K	0.12%	173
2025 Q4	$1.78M	Sell	37,956 -144	-0.4%	-$6.82K	0.13%	168
2025 Q3	$1.77M	Buy	38,100 +33,800	+786%	+$1.43M	0.14%	160
2025 Q2	$162K	Hold	4,300	–	–	0.01%	586
2025 Q1	$144K	Buy	4,300 +700	+19%	+$28K	0.01%	569
2024 Q4	$151K	Hold	3,600	–	–	0.01%	515
2024 Q3	$155K	Hold	3,600	–	–	0.01%	534
2024 Q2	$134K	Sell	3,600 -550	-13%	-$20.5K	0.01%	534
2024 Q1	$169K	Buy	4,150 +550	+15%	+$20.4K	0.02%	508
2023 Q4	$137K	Buy	+3,600	New	+$111K	0.01%	533
2021 Q1	–	Sell	-84	Closed	-$4K	–	771
2020 Q4	$4K	Hold	84	–	–	﹤0.01%	667
2020 Q3	$2K	Hold	84	–	–	﹤0.01%	610
2020 Q2	$2K	Hold	84	–	–	﹤0.01%	548
2020 Q1	$1K	Hold	84	–	–	﹤0.01%	562
2019 Q4	$3K	Hold	84	–	–	﹤0.01%	526
2019 Q3	$3K	Buy	+84	New	+$2.77K	﹤0.01%	1238

Other funds holding UWM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

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

CICI

Capital Investment Counsel Inc Raleigh, North Carolina $929M AUM 53.07% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

Capital Investment Advisory Services's UWM Position: Q2 2026 in Review

Capital Investment Advisory Services increased its ProShares Ultra Russell2000 (UWM) stake by 3.8% in Q2 2026, buying an estimated $81.9K and bringing the position to 37,577 shares worth $2.53M. The position accounts for 0.16% of the portfolio, ranked #155.

Capital Investment Advisory Services first reported a position in UWM in Q3 2019 and has held it in 17 quarters since. 35 funds tracked by Wall St. Rank hold UWM as of Q2 2026.

Capital Investment Advisory Services held 37,577 shares of ProShares Ultra Russell2000 worth $2.53M as of Q2 2026.
Capital Investment Advisory Services bought 1,379 ProShares Ultra Russell2000 shares in Q2 2026, an estimated $81.9K.
ProShares Ultra Russell2000 made up 0.16% of Capital Investment Advisory Services's portfolio in Q2 2026, its #155 holding.
Capital Investment Advisory Services first reported a position in ProShares Ultra Russell2000 in Q3 2019 and has held it in 17 quarters since.
35 funds tracked by Wall St. Rank held ProShares Ultra Russell2000 as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.