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GoalVest Advisory’s ProShares Ultra Russell2000 UWM Stock Holding History

GoalVest Advisory’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
Q1 		– Sell
-26
Closed -$1K – 235
2020
Q4 		$1K Buy
+26
New +$937 ﹤0.01% 202

Other funds holding UWM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
PCS
Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

GoalVest Advisory's UWM Position: Q1 2021 in Review

GoalVest Advisory sold out of ProShares Ultra Russell2000 (UWM) in Q1 2021, closing a stake of 26 shares — an estimated $1K sold.

GoalVest Advisory first reported a position in UWM in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 76 funds tracked by Wall St. Rank hold UWM as of Q1 2021.

  • GoalVest Advisory reported no remaining ProShares Ultra Russell2000 position as of Q1 2021 after selling out during the quarter.
  • GoalVest Advisory sold 26 ProShares Ultra Russell2000 shares in Q1 2021, an estimated $1K.
  • GoalVest Advisory first reported a position in ProShares Ultra Russell2000 in Q4 2020 and held it in 1 quarter.
  • GoalVest Advisory's ProShares Ultra Russell2000 position peaked at $1K in Q4 2020.
  • 76 funds tracked by Wall St. Rank held ProShares Ultra Russell2000 as of Q1 2021.

Based on GoalVest Advisory's 13F filing for Q1 2021, filed 13 May 2021.