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 Q3	–	Sell	-119,587	Closed	-$8.04M	–	32
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

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

TWP

Tempus Wealth Planning Irvine, California $522M AUM 17.46% 1-Year Est. Return

SCP

Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return

Client First Investment Management's UWM Position: Q3 2026 in Review

Client First Investment Management sold out of ProShares Ultra Russell2000 (UWM) in Q3 2026, closing a stake of 119,587 shares — an estimated $8.04M sold.

Client First Investment Management first reported a position in UWM in Q4 2023 and held it in 4 quarters. The position peaked at $8.04M in Q2 2026. 3 funds tracked by Wall St. Rank hold UWM as of Q3 2026.

Client First Investment Management reported no remaining ProShares Ultra Russell2000 position as of Q3 2026 after selling out during the quarter.
Client First Investment Management sold 119,587 ProShares Ultra Russell2000 shares in Q3 2026, an estimated $8.04M.
Client First Investment Management first reported a position in ProShares Ultra Russell2000 in Q4 2023 and held it in 4 quarters.
Client First Investment Management's ProShares Ultra Russell2000 position peaked at $8.04M in Q2 2026.
3 funds tracked by Wall St. Rank held ProShares Ultra Russell2000 as of Q3 2026.

Based on Client First Investment Management's 13F filing for Q3 2026, filed 9 Oct 2026.