CIBC Private Wealth Group
UWM icon

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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
CICI
Capital Investment Counsel Inc Raleigh, North Carolina $816M AUM 34.73% 1-Year Est. Return
DF
Dedeker Financial St. Louis Park, Minnesota $115M AUM
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.37B AUM 20.71% 1-Year Est. Return