Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s ProShares Ultra Russell2000 UWM Stock Holding History

Carson Wealth (CWM 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
Q1 		$3.72M Buy
79,742
+16,738
+27% +$856K 0.01% 935
2025
Q4 		$2.96M Buy
63,004
+30,122
+92% +$1.43M 0.01% 994
2025
Q3 		$1.52M Buy
+32,882
New +$1.39M ﹤0.01% 1213
2024
Q1 		– Sell
-73
Closed -$3K – 4775
2023
Q4 		$3K Buy
73
+1
+1% +$31 ﹤0.01% 3748
2023
Q3 		$2K Hold
72
– – ﹤0.01% 3873
2023
Q2 		$2K Hold
72
– – ﹤0.01% 3861
2023
Q1 		$2K Hold
72
– – ﹤0.01% 3710
2022
Q4 		$2K Buy
72
+22
+44% +$723 ﹤0.01% 3638
2022
Q3 		$1K Hold
50
– – ﹤0.01% 3787
2022
Q2 		$2K Buy
+50
New +$1.86K ﹤0.01% 3427
2022
Q1 		– Sell
-403
Closed -$22K – 3884
2021
Q4 		$22K Buy
+403
New +$23.2K ﹤0.01% 1953

Other funds holding UWM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
GVCM
Global View Capital Management Waukesha, Wisconsin $484M AUM 48.46% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
DF
Dedeker Financial St. Louis Park, Minnesota $176M AUM
CICI
Capital Investment Counsel Inc Raleigh, North Carolina $929M AUM 53.07% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
LWPC
Legacy Wealth Partners (Colorado) Lakewood, Colorado $445M AUM

Carson Wealth (CWM LLC)'s UWM Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its ProShares Ultra Russell2000 (UWM) stake by 27% in Q1 2026, buying an estimated $856K and bringing the position to 79,742 shares worth $3.72M. The position accounts for 0.01% of the portfolio, ranked #935.

Carson Wealth (CWM LLC) first reported a position in UWM in Q4 2021 and has held it in 11 quarters since. 42 funds tracked by Wall St. Rank hold UWM as of Q1 2026.

  • Carson Wealth (CWM LLC) held 79,742 shares of ProShares Ultra Russell2000 worth $3.72M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 16,738 ProShares Ultra Russell2000 shares in Q1 2026, an estimated $856K.
  • ProShares Ultra Russell2000 made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #935 holding.
  • Carson Wealth (CWM LLC) first reported a position in ProShares Ultra Russell2000 in Q4 2021 and has held it in 11 quarters since.
  • 42 funds tracked by Wall St. Rank held ProShares Ultra Russell2000 as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.