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Financial Gravity Asset Management’s ProShares Ultra Russell2000 UWM Stock Holding History

Financial Gravity Asset 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
2021
Q2 		– Sell
-1,526
Closed -$85 – 1022
2021
Q1 		$85 Sell
1,526
-1,360
-47% -$75K ﹤0.01% 518
2020
Q4 		$129K Buy
+2,886
New +$104K 0.12% 71

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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PCS
Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SL
SWMG LLC Fort Worth, Texas $424M AUM 23.58% 1-Year Est. Return
CAS
Cascadia Advisory Services Portland, Oregon $493M AUM
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

Financial Gravity Asset Management's UWM Position: Q2 2021 in Review

Financial Gravity Asset Management sold out of ProShares Ultra Russell2000 (UWM) in Q2 2021, closing a stake of 1,526 shares — an estimated $85 sold.

Financial Gravity Asset Management first reported a position in UWM in Q4 2020 and held it in 2 quarters. The position peaked at $129K in Q4 2020. 75 funds tracked by Wall St. Rank hold UWM as of Q2 2021.

  • Financial Gravity Asset Management reported no remaining ProShares Ultra Russell2000 position as of Q2 2021 after selling out during the quarter.
  • Financial Gravity Asset Management sold 1,526 ProShares Ultra Russell2000 shares in Q2 2021, an estimated $85.
  • Financial Gravity Asset Management first reported a position in ProShares Ultra Russell2000 in Q4 2020 and held it in 2 quarters.
  • Financial Gravity Asset Management's ProShares Ultra Russell2000 position peaked at $129K in Q4 2020.
  • 75 funds tracked by Wall St. Rank held ProShares Ultra Russell2000 as of Q2 2021.

Based on Financial Gravity Asset Management's 13F filing for Q2 2021, filed 11 Aug 2021.