HighTower Advisors
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HighTower Advisors’s ProShares Ultra Russell2000 UWM Stock Holding History

HighTower Advisors’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
-18,300
Closed -$747K – 3926
2024
Q1 		$747K Sell
18,300
-1,250
-6% -$46.3K ﹤0.01% 1993
2023
Q4 		$744K Buy
19,550
+1,300
+7% +$40K ﹤0.01% 2022
2023
Q3 		$552K Sell
18,250
-13,500
-43% -$463K ﹤0.01% 2172
2023
Q2 		$1.09M Buy
31,750
+13,500
+74% +$425K ﹤0.01% 1706
2023
Q1 		$581K Hold
18,250
– – ﹤0.01% 2009
2022
Q4 		$568K Hold
18,250
– – ﹤0.01% 2046
2022
Q3 		$525K Sell
18,250
-191
-1% -$6.76K ﹤0.01% 1996
2022
Q2 		$570K Hold
18,441
– – ﹤0.01% 1963
2022
Q1 		$856K Hold
18,441
– – ﹤0.01% 1851
2021
Q4 		$1.02M Sell
18,441
-85
-0.5% -$4.89K ﹤0.01% 1751
2021
Q3 		$1M Hold
18,526
– – ﹤0.01% 1653
2021
Q2 		$1.11M Sell
18,526
-14
-0.1% -$807 ﹤0.01% 1574
2021
Q1 		$1.04M Buy
18,540
+4,052
+28% +$224K ﹤0.01% 1537
2020
Q4 		$648K Buy
14,488
+108
+0.8% +$3.89K ﹤0.01% 1486
2020
Q3 		$380K Sell
14,380
-870
-6% -$23.2K ﹤0.01% 1707
2020
Q2 		$371K Buy
+15,250
New +$319K ﹤0.01% 1611
2020
Q1 		– Sell
-11,146
Closed -$425K – 2518
2019
Q4 		$425K Buy
11,146
+1,088
+11% +$38.1K ﹤0.01% 1519
2019
Q3 		$323K Buy
+10,058
New +$331K ﹤0.01% 1739
2017
Q3 		– Sell
-7,308
Closed -$219K – 2361
2017
Q2 		$219K Sell
7,308
-124
-2% -$3.61K ﹤0.01% 1802
2017
Q1 		$213K Sell
7,432
-288
-4% -$8.2K ﹤0.01% 1742
2016
Q4 		$216K Buy
+7,720
New +$193K ﹤0.01% 1643
2014
Q2 		– Sell
-12,000
Closed -$259K – 1718
2014
Q1 		$259K Hold
12,000
– – 0.01% 1226
2013
Q4 		$255K Buy
+12,000
New +$234K 0.01% 1212

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

HighTower Advisors's UWM Position: Q2 2024 in Review

HighTower Advisors sold out of ProShares Ultra Russell2000 (UWM) in Q2 2024, closing a stake of 18,300 shares — an estimated $747K sold.

HighTower Advisors first reported a position in UWM in Q4 2013 and held it in 23 quarters. The position peaked at $1.11M in Q2 2021. 33 funds tracked by Wall St. Rank hold UWM as of Q2 2024.

  • HighTower Advisors reported no remaining ProShares Ultra Russell2000 position as of Q2 2024 after selling out during the quarter.
  • HighTower Advisors sold 18,300 ProShares Ultra Russell2000 shares in Q2 2024, an estimated $747K.
  • HighTower Advisors first reported a position in ProShares Ultra Russell2000 in Q4 2013 and held it in 23 quarters.
  • HighTower Advisors's ProShares Ultra Russell2000 position peaked at $1.11M in Q2 2021.
  • 33 funds tracked by Wall St. Rank held ProShares Ultra Russell2000 as of Q2 2024.

Based on HighTower Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.