Harvest Investment Services’s ProShares Ultra Russell2000 UWM Stock Holding History

Harvest Investment Services’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	$458K	Buy	6,815 +675	+11%	+$40.1K	0.07%	247
2026 Q1	$287K	Sell	6,140 -2,201	-26%	-$113K	0.05%	274
2025 Q4	$392K	Sell	8,341 -690	-8%	-$32.7K	0.07%	225
2025 Q3	$419K	Sell	9,031 -1,088	-11%	-$45.9K	0.08%	216
2025 Q2	$381K	Buy	+10,119	New	+$335K	0.09%	224
2025 Q1	–	Sell	-8,926	Closed	-$374K	–	359
2024 Q4	$374K	Sell	8,926 -219	-2%	-$9.9K	0.09%	199
2024 Q3	$393K	Buy	9,145 +2,580	+39%	+$105K	0.13%	159
2024 Q2	$244K	Sell	6,565 -2,794	-30%	-$104K	0.1%	166
2024 Q1	$382K	Sell	9,359 -2,077	-18%	-$77K	0.15%	129
2023 Q4	$435K	Buy	11,436 +4,351	+61%	+$134K	0.2%	118
2023 Q3	$214K	Sell	7,085 -3,533	-33%	-$121K	0.14%	129
2023 Q2	$365K	Buy	10,618 +3,884	+58%	+$122K	0.21%	121
2023 Q1	$214K	Buy	+6,734	New	+$231K	0.17%	117
2022 Q3	–	Sell	-10,746	Closed	-$331K	–	160
2022 Q2	$331K	Sell	10,746 -16,262	-60%	-$604K	0.25%	94
2022 Q1	$1.25M	Sell	27,008 -187	-0.7%	-$8.65K	0.75%	39
2021 Q4	$1.51M	Buy	27,195 +2,610	+11%	+$150K	0.64%	37
2021 Q3	$1.33M	Sell	24,585 -1,137	-4%	-$63.2K	0.54%	53
2021 Q2	$1.54M	Sell	25,722 -384	-1%	-$22.1K	0.65%	37
2021 Q1	$1.46M	Sell	26,106 -3,762	-13%	-$208K	0.66%	40
2020 Q4	$1.34M	Buy	29,868 +4,840	+19%	+$174K	0.69%	37
2020 Q3	$661K	Sell	25,028 -12,338	-33%	-$329K	0.38%	68
2020 Q2	$907K	Buy	37,366 +23,114	+162%	+$483K	0.54%	49
2020 Q1	$234K	Sell	14,252 -13,746	-49%	-$432K	0.31%	82
2019 Q4	$1.08M	Sell	27,998 -4,448	-14%	-$156K	0.57%	42
2019 Q3	$1.01M	Sell	32,446 -9,076	-22%	-$299K	0.5%	45
2019 Q2	$1.44M	Buy	41,522 +12,924	+45%	+$439K	0.82%	35
2019 Q1	$983K	Sell	28,598 -4,236	-13%	-$138K	0.57%	48
2018 Q4	$1.01M	Buy	+32,834	New	+$1.08M	0.93%	31

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

Harvest Investment Services's UWM Position: Q2 2026 in Review

Harvest Investment Services increased its ProShares Ultra Russell2000 (UWM) stake by 11% in Q2 2026, buying an estimated $40.1K and bringing the position to 6,815 shares worth $458K. The position accounts for 0.07% of the portfolio, ranked #247.

Harvest Investment Services first reported a position in UWM in Q4 2018 and has held it in 28 quarters since. The position peaked at $1.54M in Q2 2021. 44 funds tracked by Wall St. Rank hold UWM as of Q2 2026.

Harvest Investment Services held 6,815 shares of ProShares Ultra Russell2000 worth $458K as of Q2 2026.
Harvest Investment Services bought 675 ProShares Ultra Russell2000 shares in Q2 2026, an estimated $40.1K.
ProShares Ultra Russell2000 made up 0.07% of Harvest Investment Services's portfolio in Q2 2026, its #247 holding.
Harvest Investment Services first reported a position in ProShares Ultra Russell2000 in Q4 2018 and has held it in 28 quarters since.
Harvest Investment Services's ProShares Ultra Russell2000 position peaked at $1.54M in Q2 2021.
44 funds tracked by Wall St. Rank held ProShares Ultra Russell2000 as of Q2 2026.

Based on Harvest Investment Services's 13F filing for Q2 2026, filed 14 Aug 2026.