EWA
UWM icon

EverSource Wealth Advisors’s ProShares Ultra Russell2000 UWM Stock Holding History

EverSource Wealth Advisors’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
Q2 		– Sell
-535
Closed -$17.9K – 4362
2025
Q1 		$17.9K Sell
535
-86,159
-99% -$3.45M ﹤0.01% 1750
2024
Q4 		$3.63M Buy
+86,694
New +$3.92M 0.2% 99

Other funds holding UWM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PCS
Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
CWM
Crowley Wealth Management Wilmington, Delaware $126M AUM 23.04% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

EverSource Wealth Advisors's UWM Position: Q2 2025 in Review

EverSource Wealth Advisors sold out of ProShares Ultra Russell2000 (UWM) in Q2 2025, closing a stake of 535 shares — an estimated $17.9K sold.

EverSource Wealth Advisors first reported a position in UWM in Q4 2024 and held it in 2 quarters. The position peaked at $3.63M in Q4 2024. 54 funds tracked by Wall St. Rank hold UWM as of Q2 2025.

  • EverSource Wealth Advisors reported no remaining ProShares Ultra Russell2000 position as of Q2 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 535 ProShares Ultra Russell2000 shares in Q2 2025, an estimated $17.9K.
  • EverSource Wealth Advisors first reported a position in ProShares Ultra Russell2000 in Q4 2024 and held it in 2 quarters.
  • EverSource Wealth Advisors's ProShares Ultra Russell2000 position peaked at $3.63M in Q4 2024.
  • 54 funds tracked by Wall St. Rank held ProShares Ultra Russell2000 as of Q2 2025.

Based on EverSource Wealth Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.