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 Q2	$214K	Sell	3,469 -448	-11%	-$26.6K	0.1%	96
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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CFIM

Client First Investment Management West Bend, Wisconsin $237M AUM 90.26% 1-Year Est. Return

GVCM

Global View Capital Management Waukesha, Wisconsin $484M AUM 48.46% 1-Year Est. Return

TFA

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

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

WAP

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

LWPC

Legacy Wealth Partners (Colorado) Lakewood, Colorado $445M AUM

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

TWP

Tempus Wealth Planning Irvine, California $511M AUM 28.39% 1-Year Est. Return

GCA

Genesee Capital Advisors Auburn, New York $317M AUM 35.41% 1-Year Est. Return

H&H Retirement Design & Management's UWM Position: Q2 2026 in Review

H&H Retirement Design & Management reduced its ProShares Ultra Russell2000 (UWM) stake by 11% in Q2 2026, selling an estimated $26.6K and leaving 3,469 shares worth $214K. The position accounts for 0.1% of the portfolio, ranked #96.

H&H Retirement Design & Management first reported a position in UWM in Q1 2021 and has held it in 7 quarters since. The position peaked at $374K in Q3 2025. 44 funds tracked by Wall St. Rank hold UWM as of Q2 2026.

H&H Retirement Design & Management held 3,469 shares of ProShares Ultra Russell2000 worth $214K as of Q2 2026.
H&H Retirement Design & Management sold 448 ProShares Ultra Russell2000 shares in Q2 2026, an estimated $26.6K.
ProShares Ultra Russell2000 made up 0.1% of H&H Retirement Design & Management's portfolio in Q2 2026, its #96 holding.
H&H Retirement Design & Management first reported a position in ProShares Ultra Russell2000 in Q1 2021 and has held it in 7 quarters since.
H&H Retirement Design & Management's ProShares Ultra Russell2000 position peaked at $374K in Q3 2025.
44 funds tracked by Wall St. Rank held ProShares Ultra Russell2000 as of Q2 2026.

Based on H&H Retirement Design & Management's 13F filing for Q2 2026, filed 31 Jul 2026.