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GWN Securities’s ProShares Ultra Russell2000 UWM Stock Holding History

GWN Securities’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
Q3 		– Sell
-26,466
Closed -$997K – 450
2025
Q2 		$997K Buy
26,466
+13,386
+102% +$443K 0.18% 122
2025
Q1 		$437K Buy
+13,080
New +$524K 0.02% 498

Other funds holding UWM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CFIM
Client First Investment Management West Bend, Wisconsin $237M AUM 90.28% 1-Year Est. Return
CWM
Crowley Wealth Management Wilmington, Delaware $126M AUM 23.04% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
CICI
Capital Investment Counsel Inc Raleigh, North Carolina $929M AUM 53.07% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

GWN Securities's UWM Position: Q3 2025 in Review

GWN Securities sold out of ProShares Ultra Russell2000 (UWM) in Q3 2025, closing a stake of 26,466 shares — an estimated $997K sold.

GWN Securities first reported a position in UWM in Q1 2025 and held it in 2 quarters. The position peaked at $997K in Q2 2025. 43 funds tracked by Wall St. Rank hold UWM as of Q3 2025.

  • GWN Securities reported no remaining ProShares Ultra Russell2000 position as of Q3 2025 after selling out during the quarter.
  • GWN Securities sold 26,466 ProShares Ultra Russell2000 shares in Q3 2025, an estimated $997K.
  • GWN Securities first reported a position in ProShares Ultra Russell2000 in Q1 2025 and held it in 2 quarters.
  • GWN Securities's ProShares Ultra Russell2000 position peaked at $997K in Q2 2025.
  • 43 funds tracked by Wall St. Rank held ProShares Ultra Russell2000 as of Q3 2025.

Based on GWN Securities's 13F filing for Q3 2025, filed 27 Oct 2025.