H&H Retirement Design & Management’s ProShares Ultra Russell2000 UWM Stock Holding History

H&H Retirement Design & Management’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	$230K	Sell	3,917 -99	-2%	-$5.06K	0.11%	93
2025 Q4	$213K	Sell	4,016 -4,016	-50%	-$190K	0.11%	75
2025 Q3	$374K	Buy	+8,032	New	+$339K	0.2%	67
2021 Q4	–	Sell	-4,000	Closed	-$219K	–	69
2021 Q3	$219K	Hold	4,000	–	–	0.13%	40
2021 Q2	$223K	Hold	4,000	–	–	0.14%	41
2021 Q1	$225K	Buy	+4,000	New	+$221K	0.14%	40

Other funds holding UWM

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return

Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return

Global View Capital Management Waukesha, Wisconsin $377M AUM 31.41% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Dedeker Financial St. Louis Park, Minnesota $115M AUM

Capital Investment Counsel Inc Raleigh, North Carolina $816M AUM 34.73% 1-Year Est. Return

Capital Investment Advisory Services Raleigh, North Carolina $1.37B AUM 20.71% 1-Year Est. Return