Comprehensive Financial Planning’s ProShares Ultra Russell2000 UWM Stock Holding History

Comprehensive Financial Planning’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 Q1	–	Sell	-258	Closed	-$12.1K	–	442
2025 Q4	$12.1K	Buy	+258	New	+$12.2K	0.01%	245

Other funds holding UWM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

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

GVCM

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

WAP

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

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

CICI

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

CIAS

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

Comprehensive Financial Planning's UWM Position: Q1 2026 in Review

Comprehensive Financial Planning sold out of ProShares Ultra Russell2000 (UWM) in Q1 2026, closing a stake of 258 shares — an estimated $12.1K sold.

Comprehensive Financial Planning first reported a position in UWM in Q4 2025 and held it in 1 quarter. The position peaked at $12.1K in Q4 2025. 42 funds tracked by Wall St. Rank hold UWM as of Q1 2026.

Comprehensive Financial Planning reported no remaining ProShares Ultra Russell2000 position as of Q1 2026 after selling out during the quarter.
Comprehensive Financial Planning sold 258 ProShares Ultra Russell2000 shares in Q1 2026, an estimated $12.1K.
Comprehensive Financial Planning first reported a position in ProShares Ultra Russell2000 in Q4 2025 and held it in 1 quarter.
Comprehensive Financial Planning's ProShares Ultra Russell2000 position peaked at $12.1K in Q4 2025.
42 funds tracked by Wall St. Rank held ProShares Ultra Russell2000 as of Q1 2026.

Based on Comprehensive Financial Planning's 13F filing for Q1 2026, filed 7 Apr 2026.