HBW
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Hazlett, Burt & Watson’s ProShares Ultra Russell2000 UWM Stock Holding History

Hazlett, Burt & Watson’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
2024
Q2 		– Sell
-400
Closed -$16K – 734
2024
Q1 		$16K Buy
+400
New +$14.8K 0.01% 465

Other funds holding UWM

RAM
Revere Asset Management Dallas, Texas $195M AUM 80.44% 1-Year Est. Return
CICI
Capital Investment Counsel Inc Raleigh, North Carolina $816M AUM 34.73% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IWP
Innova Wealth Partners Newtown, Pennsylvania $244M AUM 24.7% 1-Year Est. Return

Hazlett, Burt & Watson's UWM Position: Q2 2024 in Review

Hazlett, Burt & Watson sold out of ProShares Ultra Russell2000 (UWM) in Q2 2024, closing a stake of 400 shares — an estimated $16K sold.

Hazlett, Burt & Watson first reported a position in UWM in Q1 2024 and held it in 1 quarter. The position peaked at $16K in Q1 2024. 33 funds tracked by Wall St. Rank hold UWM as of Q2 2024.

  • Hazlett, Burt & Watson reported no remaining ProShares Ultra Russell2000 position as of Q2 2024 after selling out during the quarter.
  • Hazlett, Burt & Watson sold 400 ProShares Ultra Russell2000 shares in Q2 2024, an estimated $16K.
  • Hazlett, Burt & Watson first reported a position in ProShares Ultra Russell2000 in Q1 2024 and held it in 1 quarter.
  • Hazlett, Burt & Watson's ProShares Ultra Russell2000 position peaked at $16K in Q1 2024.
  • 33 funds tracked by Wall St. Rank held ProShares Ultra Russell2000 as of Q2 2024.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2024, filed 7 Aug 2024.