CIBC Private Wealth Group’s ProShares Ultra Russell2000 UWM Stock Holding History

CIBC Private Wealth Group’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 Q4	$31K	Hold	660	–	–	﹤0.01%	1989
2025 Q3	$30.6K	Sell	660 -800	-55%	-$33.7K	﹤0.01%	2001
2025 Q2	$55K	Hold	1,460	–	–	﹤0.01%	1626
2025 Q1	$37K	Hold	1,460	–	–	﹤0.01%	1747
2024 Q4	$61.5K	Hold	1,460	–	–	﹤0.01%	1608
2024 Q3	$62.7K	Hold	1,460	–	–	﹤0.01%	1689
2024 Q2	$53.9K	Hold	1,460	–	–	﹤0.01%	1648
2024 Q1	$58.4K	Buy	+1,460	New	+$54.1K	﹤0.01%	1610
2018 Q3	–	Sell	-1,900	Closed	-$76K	–	1694
2018 Q2	$76K	Hold	1,900	–	–	﹤0.01%	1083
2018 Q1	$66K	Hold	1,900	–	–	﹤0.01%	1098
2017 Q4	$67K	Buy	+1,900	New	+$65.1K	﹤0.01%	1108

Other funds holding UWM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

TFA

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

CICI

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

Dedeker Financial St. Louis Park, Minnesota $176M AUM

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

CIBC Private Wealth Group's UWM Position: Q4 2025 in Review

CIBC Private Wealth Group held its ProShares Ultra Russell2000 (UWM) position steady in Q4 2025 at 660 shares worth $31K. The position accounts for ﹤0.01% of the portfolio, ranked #1989.

CIBC Private Wealth Group first reported a position in UWM in Q4 2017 and has held it in 11 quarters since. The position peaked at $76K in Q2 2018. 44 funds tracked by Wall St. Rank hold UWM as of Q4 2025.

CIBC Private Wealth Group held 660 shares of ProShares Ultra Russell2000 worth $31K as of Q4 2025.
CIBC Private Wealth Group left its ProShares Ultra Russell2000 share count unchanged in Q4 2025.
ProShares Ultra Russell2000 made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1989 holding.
CIBC Private Wealth Group first reported a position in ProShares Ultra Russell2000 in Q4 2017 and has held it in 11 quarters since.
CIBC Private Wealth Group's ProShares Ultra Russell2000 position peaked at $76K in Q2 2018.
44 funds tracked by Wall St. Rank held ProShares Ultra Russell2000 as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.