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Forefront Analytics’s ProShares Ultra Russell2000 UWM Stock Holding History

Forefront Analytics’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 		$373K Buy
7,990
+13
+0.2% +$665 0.34% 23
2025
Q4 		$375K Buy
7,977
+32
+0.4% +$1.51K 0.33% 27
2025
Q3 		$368K Buy
7,945
+38
+0.5% +$1.6K 0.35% 27
2025
Q2 		$298K Buy
7,907
+20
+0.3% +$662 0.33% 30
2025
Q1 		$264K Hold
7,887
– – 0.3% 27
2024
Q4 		$330K Sell
7,887
-6,721
-46% -$304K 0.15% 47
2024
Q3 		$627K Buy
14,608
+43
+0.3% +$1.75K 0.3% 40
2024
Q2 		$542K Hold
14,565
– – 0.26% 43
2024
Q1 		$595K Buy
14,565
+22
+0.2% +$816 0.29% 43
2023
Q4 		$553K Buy
14,543
+42
+0.3% +$1.29K 0.27% 44
2023
Q3 		$438K Buy
14,501
+8
+0.1% +$275 0.25% 42
2023
Q2 		$499K Sell
14,493
-599
-4% -$18.9K 0.28% 40
2023
Q1 		$480K Sell
15,092
-1,773
-11% -$60.8K 0.25% 44
2022
Q4 		$525K Buy
16,865
+68
+0.4% +$2.23K 0.28% 42
2022
Q3 		$482K Buy
16,797
+274
+2% +$9.7K 0.26% 35
2022
Q2 		$511K Buy
16,523
+2,762
+20% +$103K 0.25% 34
2022
Q1 		$638K Hold
13,761
– – 0.24% 36
2021
Q4 		$764K Buy
13,761
+3,392
+33% +$195K 0.26% 35
2021
Q3 		$561K Sell
10,369
-250
-2% -$13.9K 0.2% 39
2021
Q2 		$634K Sell
10,619
-91
-0.8% -$5.25K 0.25% 37
2021
Q1 		$599K Sell
10,710
-276
-3% -$15.2K 0.26% 37
2020
Q4 		$493K Sell
10,986
-17,800
-62% -$642K 0.21% 39
2020
Q3 		$760K Buy
28,786
+8,404
+41% +$224K 0.35% 34
2020
Q2 		$495K Sell
20,382
-4,100
-17% -$85.7K 0.3% 35
2020
Q1 		$402K Sell
24,482
-9,476
-28% -$298K 0.32% 35
2019
Q4 		$1.3M Buy
33,958
+216
+0.6% +$7.57K 0.51% 31
2019
Q3 		$1.09M Buy
33,742
+12,460
+59% +$411K 0.45% 31
2019
Q2 		$730K Sell
21,282
-1,100
-5% -$37.4K 0.31% 34
2019
Q1 		$755K Sell
22,382
-14,926
-40% -$487K 0.48% 32
2018
Q4 		$972K Buy
37,308
+11,446
+44% +$377K 0.54% 32
2018
Q3 		$1.09M Sell
25,862
-572
-2% -$24.3K 0.5% 34
2018
Q2 		$1.05M Buy
26,434
+338
+1% +$12.9K 0.49% 36
2018
Q1 		$902K Sell
26,096
-16,742
-39% -$603K 0.51% 34
2017
Q4 		$1.51M Buy
+42,838
New +$1.47M 0.9% 31

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

Forefront Analytics's UWM Position: Q1 2026 in Review

Forefront Analytics increased its ProShares Ultra Russell2000 (UWM) stake by 0.16% in Q1 2026, buying an estimated $665 and bringing the position to 7,990 shares worth $373K. The position accounts for 0.34% of the portfolio, ranked #23.

Forefront Analytics first reported a position in UWM in Q4 2017 and has held it in 34 quarters since. The position peaked at $1.51M in Q4 2017. 42 funds tracked by Wall St. Rank hold UWM as of Q1 2026.

  • Forefront Analytics held 7,990 shares of ProShares Ultra Russell2000 worth $373K as of Q1 2026.
  • Forefront Analytics bought 13 ProShares Ultra Russell2000 shares in Q1 2026, an estimated $665.
  • ProShares Ultra Russell2000 made up 0.34% of Forefront Analytics's portfolio in Q1 2026, its #23 holding.
  • Forefront Analytics first reported a position in ProShares Ultra Russell2000 in Q4 2017 and has held it in 34 quarters since.
  • Forefront Analytics's ProShares Ultra Russell2000 position peaked at $1.51M in Q4 2017.
  • 42 funds tracked by Wall St. Rank held ProShares Ultra Russell2000 as of Q1 2026.

Based on Forefront Analytics's 13F filing for Q1 2026, filed 13 May 2026.