CWM
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Crowley Wealth Management’s ProShares Ultra Russell2000 UWM Stock Holding History

Crowley Wealth 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
2025
Q4 		– Sell
-71,360
Closed -$3.31M – 337
2025
Q3 		$3.31M Buy
71,360
+2,160
+3% +$91.1K 2.63% 10
2025
Q2 		$2.61M Hold
69,200
– – 2.37% 13
2025
Q1 		$2.31M Hold
69,200
– – 2.2% 15
2024
Q4 		$2.9M Buy
+69,200
New +$3.13M 2.55% 11

Other funds holding UWM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 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 $1.28T AUM 58.89% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 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 $929M AUM 53.07% 1-Year Est. Return
DF
Dedeker Financial St. Louis Park, Minnesota $176M AUM
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

Crowley Wealth Management's UWM Position: Q4 2025 in Review

Crowley Wealth Management sold out of ProShares Ultra Russell2000 (UWM) in Q4 2025, closing a stake of 71,360 shares — an estimated $3.31M sold.

Crowley Wealth Management first reported a position in UWM in Q4 2024 and held it in 4 quarters. The position peaked at $3.31M in Q3 2025. 44 funds tracked by Wall St. Rank hold UWM as of Q4 2025.

  • Crowley Wealth Management reported no remaining ProShares Ultra Russell2000 position as of Q4 2025 after selling out during the quarter.
  • Crowley Wealth Management sold 71,360 ProShares Ultra Russell2000 shares in Q4 2025, an estimated $3.31M.
  • Crowley Wealth Management first reported a position in ProShares Ultra Russell2000 in Q4 2024 and held it in 4 quarters.
  • Crowley Wealth Management's ProShares Ultra Russell2000 position peaked at $3.31M in Q3 2025.
  • 44 funds tracked by Wall St. Rank held ProShares Ultra Russell2000 as of Q4 2025.

Based on Crowley Wealth Management's 13F filing for Q4 2025.