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Financial Advocates Investment Management’s ProShares Ultra Russell2000 UWM Stock Holding History

Financial Advocates Investment 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
2022
Q4 		– Sell
-32,208
Closed -$1.24M – 873
2022
Q3 		$1.24M Buy
+32,208
New +$1.14M 0.1% 213

Other funds holding UWM

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
WWM
Windsor Wealth Management Indianapolis, Indiana $546M AUM 16.47% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
CICI
Capital Investment Counsel Inc Raleigh, North Carolina $929M AUM 53.07% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return
HT
HAP Trading New York $1.42B AUM 41.92% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
FA
Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return

Financial Advocates Investment Management's UWM Position: Q4 2022 in Review

Financial Advocates Investment Management sold out of ProShares Ultra Russell2000 (UWM) in Q4 2022, closing a stake of 32,208 shares — an estimated $1.24M sold.

Financial Advocates Investment Management first reported a position in UWM in Q3 2022 and held it in 1 quarter. The position peaked at $1.24M in Q3 2022. 40 funds tracked by Wall St. Rank hold UWM as of Q4 2022.

  • Financial Advocates Investment Management reported no remaining ProShares Ultra Russell2000 position as of Q4 2022 after selling out during the quarter.
  • Financial Advocates Investment Management sold 32,208 ProShares Ultra Russell2000 shares in Q4 2022, an estimated $1.24M.
  • Financial Advocates Investment Management first reported a position in ProShares Ultra Russell2000 in Q3 2022 and held it in 1 quarter.
  • Financial Advocates Investment Management's ProShares Ultra Russell2000 position peaked at $1.24M in Q3 2022.
  • 40 funds tracked by Wall St. Rank held ProShares Ultra Russell2000 as of Q4 2022.

Based on Financial Advocates Investment Management's 13F filing for Q4 2022, filed 15 Feb 2023.