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Financial Network Wealth Advisors’s ProShares Ultra Russell2000 UWM Stock Holding History

Financial Network 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
2026
Q1 		$15.2K Hold
326
– – 0.02% 421
2025
Q4 		$15.3K Hold
326
– – 0.02% 422
2025
Q3 		$15.1K Hold
326
– – 0.02% 403
2025
Q2 		$12.3K Hold
326
– – 0.01% 413
2025
Q1 		$10.9K Buy
+326
New +$13.1K 0.01% 404
2024
Q4 		– Sell
-326
Closed -$14K – 831
2024
Q3 		$14K Hold
326
– – 0.01% 403
2024
Q2 		$12.1K Buy
+326
New +$12.2K 0.01% 460

Other funds holding UWM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
GVCM
Global View Capital Management Waukesha, Wisconsin $377M AUM 31.41% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
DF
Dedeker Financial St. Louis Park, Minnesota $115M AUM
CICI
Capital Investment Counsel Inc Raleigh, North Carolina $816M AUM 34.73% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.37B AUM 20.71% 1-Year Est. Return