Fedenia Advisers’s ProShares Ultra Russell2000 UWM Stock Holding History

Fedenia Advisers’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	$837K	Buy	12,450 +575	+5%	+$34.2K	0.2%	65
2026 Q1	$554K	Buy	11,875 +1,005	+9%	+$51.4K	0.41%	42
2025 Q4	$511K	Buy	10,870 +990	+10%	+$46.9K	0.2%	92
2025 Q3	$458K	Buy	+9,880	New	+$417K	0.18%	103
2025 Q2	–	Sell	-7,657	Closed	-$256K	–	152
2025 Q1	$256K	Buy	7,657 +70	+0.9%	+$2.8K	0.17%	98
2024 Q4	$318K	Buy	+7,587	New	+$343K	0.19%	102

Other funds holding UWM

CFIM

Client First Investment Management West Bend, Wisconsin $237M AUM 90.28% 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

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

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

SCP

Silverleafe Capital Partners Germantown, Tennessee $367M AUM 37.49% 1-Year Est. Return

TSMHT

Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return

Fedenia Advisers's UWM Position: Q2 2026 in Review

Fedenia Advisers increased its ProShares Ultra Russell2000 (UWM) stake by 4.8% in Q2 2026, buying an estimated $34.2K and bringing the position to 12,450 shares worth $837K. The position accounts for 0.2% of the portfolio, ranked #65.

Fedenia Advisers first reported a position in UWM in Q4 2024 and has held it in 6 quarters since. 11 funds tracked by Wall St. Rank hold UWM as of Q2 2026.

Fedenia Advisers held 12,450 shares of ProShares Ultra Russell2000 worth $837K as of Q2 2026.
Fedenia Advisers bought 575 ProShares Ultra Russell2000 shares in Q2 2026, an estimated $34.2K.
ProShares Ultra Russell2000 made up 0.2% of Fedenia Advisers's portfolio in Q2 2026, its #65 holding.
Fedenia Advisers first reported a position in ProShares Ultra Russell2000 in Q4 2024 and has held it in 6 quarters since.
11 funds tracked by Wall St. Rank held ProShares Ultra Russell2000 as of Q2 2026.

Based on Fedenia Advisers's 13F filing for Q2 2026, filed 22 Jul 2026.