Client First Investment Management’s ProShares Ultra Russell2000 UWM Stock Holding History

Client First Investment Management’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	$8.04M	Buy	+119,587	New	+$7.11M	3.39%	4
2025 Q4	–	Sell	-108,750	Closed	-$5.04M	–	42
2025 Q3	$5.04M	Buy	+108,750	New	+$4.59M	2.57%	6
2024 Q2	–	Sell	-100,805	Closed	-$4.12M	–	32
2024 Q1	$4.12M	Sell	100,805 -17,776	-15%	-$659K	3.27%	5
2023 Q4	$4.51M	Buy	+118,581	New	+$3.65M	4.38%	4

Other funds holding UWM

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

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

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Silverleafe Capital Partners Germantown, Tennessee $367M AUM 37.49% 1-Year Est. Return

Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return