Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s ProShares Ultra Russell2000 UWM Stock Holding History

Envestnet Portfolio Solutions’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
Q3 		– Sell
-251,694
Closed -$9.48M – 1575
2025
Q2 		$9.48M Sell
251,694
-11,696
-4% -$387K 0.03% 232
2025
Q1 		$8.81M Sell
263,390
-56,102
-18% -$2.25M 0.03% 250
2024
Q4 		$13.4M Buy
+319,492
New +$14.5M 0.04% 206

Other funds holding UWM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CFIM
Client First Investment Management West Bend, Wisconsin $237M AUM 90.26% 1-Year Est. Return
CWM
Crowley Wealth Management Wilmington, Delaware $126M AUM 23.04% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
CICI
Capital Investment Counsel Inc Raleigh, North Carolina $929M AUM 53.07% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Envestnet Portfolio Solutions's UWM Position: Q3 2025 in Review

Envestnet Portfolio Solutions sold out of ProShares Ultra Russell2000 (UWM) in Q3 2025, closing a stake of 251,694 shares — an estimated $9.48M sold.

Envestnet Portfolio Solutions first reported a position in UWM in Q4 2024 and held it in 3 quarters. The position peaked at $13.4M in Q4 2024. 43 funds tracked by Wall St. Rank hold UWM as of Q3 2025.

  • Envestnet Portfolio Solutions reported no remaining ProShares Ultra Russell2000 position as of Q3 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 251,694 ProShares Ultra Russell2000 shares in Q3 2025, an estimated $9.48M.
  • Envestnet Portfolio Solutions first reported a position in ProShares Ultra Russell2000 in Q4 2024 and held it in 3 quarters.
  • Envestnet Portfolio Solutions's ProShares Ultra Russell2000 position peaked at $13.4M in Q4 2024.
  • 43 funds tracked by Wall St. Rank held ProShares Ultra Russell2000 as of Q3 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q3 2025, filed 30 Oct 2025.