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

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

GVCM

Global View Capital Management Waukesha, Wisconsin $484M AUM 48.46% 1-Year Est. Return

TFA

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

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

WAP

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

LWPC

Legacy Wealth Partners (Colorado) Lakewood, Colorado $445M AUM

CIAS

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

TWP

Tempus Wealth Planning Irvine, California $511M AUM 28.39% 1-Year Est. Return

GCA

Genesee Capital Advisors Auburn, New York $317M AUM 35.41% 1-Year Est. Return

CICI

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

Client First Investment Management's UWM Position: Q2 2026 in Review

Client First Investment Management opened a new position in ProShares Ultra Russell2000 (UWM) in Q2 2026: 119,587 shares worth $8.04M. The stake represents 3.39% of the portfolio and ranks #4 among its holdings. This is a return to the name: Client First Investment Management previously reported a position in UWM as recently as Q3 2025.

Client First Investment Management first reported a position in UWM in Q4 2023 and has held it in 4 quarters since. 44 funds tracked by Wall St. Rank hold UWM as of Q2 2026.

Client First Investment Management held 119,587 shares of ProShares Ultra Russell2000 worth $8.04M as of Q2 2026.
ProShares Ultra Russell2000 was a new Client First Investment Management position in Q2 2026.
ProShares Ultra Russell2000 made up 3.39% of Client First Investment Management's portfolio in Q2 2026, its #4 holding.
Client First Investment Management first reported a position in ProShares Ultra Russell2000 in Q4 2023 and has held it in 4 quarters since.
44 funds tracked by Wall St. Rank held ProShares Ultra Russell2000 as of Q2 2026.

Based on Client First Investment Management's 13F filing for Q2 2026, filed 9 Jul 2026.