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Fort Point Capital Partners’s ProShares Ultra Russell2000 UWM Stock Holding History

Fort Point Capital Partners’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
2025
Q1 		– Sell
-4,835
Closed -$202K – 330
2024
Q4 		$202K Sell
4,835
-28
-0.6% -$1.27K 0.02% 296
2024
Q3 		$209K Buy
+4,863
New +$198K 0.03% 277
2024
Q2 		– Sell
-5,909
Closed -$241K – 331
2024
Q1 		$241K Sell
5,909
-3,283
-36% -$122K 0.03% 283
2023
Q4 		$350K Sell
9,192
-574
-6% -$17.7K 0.05% 221
2023
Q3 		$295K Sell
9,766
-2,051
-17% -$70.4K 0.05% 212
2023
Q2 		$407K Sell
11,817
-240
-2% -$7.56K 0.06% 180
2023
Q1 		$384K Sell
12,057
-224
-2% -$7.68K 0.06% 187
2022
Q4 		$382K Sell
12,281
-948
-7% -$31.2K 0.06% 179
2022
Q3 		$380K Sell
13,229
-1,508
-10% -$53.4K 0.06% 175
2022
Q2 		$455K Hold
14,737
– – 0.07% 168
2022
Q1 		$684K Buy
14,737
+100
+0.7% +$4.63K 0.1% 142
2021
Q4 		$813K Hold
14,637
– – 0.11% 119
2021
Q3 		$791K Buy
+14,637
New +$813K 0.12% 101

Other funds holding UWM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PCS
Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
CWM
Crowley Wealth Management Wilmington, Delaware $126M AUM 23.04% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Fort Point Capital Partners's UWM Position: Q1 2025 in Review

Fort Point Capital Partners sold out of ProShares Ultra Russell2000 (UWM) in Q1 2025, closing a stake of 4,835 shares — an estimated $202K sold.

Fort Point Capital Partners first reported a position in UWM in Q3 2021 and held it in 13 quarters. The position peaked at $813K in Q4 2021. 53 funds tracked by Wall St. Rank hold UWM as of Q1 2025.

  • Fort Point Capital Partners reported no remaining ProShares Ultra Russell2000 position as of Q1 2025 after selling out during the quarter.
  • Fort Point Capital Partners sold 4,835 ProShares Ultra Russell2000 shares in Q1 2025, an estimated $202K.
  • Fort Point Capital Partners first reported a position in ProShares Ultra Russell2000 in Q3 2021 and held it in 13 quarters.
  • Fort Point Capital Partners's ProShares Ultra Russell2000 position peaked at $813K in Q4 2021.
  • 53 funds tracked by Wall St. Rank held ProShares Ultra Russell2000 as of Q1 2025.

Based on Fort Point Capital Partners's 13F filing for Q1 2025, filed 15 May 2025.