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
2020 Q4	$129K	Buy	+2,886	New	+$104K	0.12%	71

Other funds holding UWM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

PCS

Personal CFO Solutions Chester, New Jersey $692M AUM 32% 1-Year Est. Return

SWMG LLC Fort Worth, Texas $424M AUM 23.58% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Financial Gravity Asset Management's UWM Position: Q4 2020 in Review

Financial Gravity Asset Management opened a new position in ProShares Ultra Russell2000 (UWM) in Q4 2020: 2,886 shares worth $129K. The stake represents 0.12% of the portfolio and ranks #71 among its holdings.

61 funds tracked by Wall St. Rank hold UWM as of Q4 2020.

Financial Gravity Asset Management held 2,886 shares of ProShares Ultra Russell2000 worth $129K as of Q4 2020.
ProShares Ultra Russell2000 was a new Financial Gravity Asset Management position in Q4 2020.
ProShares Ultra Russell2000 made up 0.12% of Financial Gravity Asset Management's portfolio in Q4 2020, its #71 holding.
61 funds tracked by Wall St. Rank held ProShares Ultra Russell2000 as of Q4 2020.

Based on Financial Gravity Asset Management's 13F filing for Q4 2020, filed 16 Feb 2021.