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Howe & Rusling’s ProShares Ultra Russell2000 UWM Stock Holding History

Howe & Rusling’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
2021
Q2 		– Sell
-240
Closed -$13K – 1025
2021
Q1 		$13K Buy
+240
New +$13.2K ﹤0.01% 463

Other funds holding UWM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PCS
Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SL
SWMG LLC Fort Worth, Texas $424M AUM 23.58% 1-Year Est. Return
CAS
Cascadia Advisory Services Portland, Oregon $493M AUM
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

Howe & Rusling's UWM Position: Q2 2021 in Review

Howe & Rusling sold out of ProShares Ultra Russell2000 (UWM) in Q2 2021, closing a stake of 240 shares — an estimated $13K sold.

Howe & Rusling first reported a position in UWM in Q1 2021 and held it in 1 quarter. The position peaked at $13K in Q1 2021. 75 funds tracked by Wall St. Rank hold UWM as of Q2 2021.

  • Howe & Rusling reported no remaining ProShares Ultra Russell2000 position as of Q2 2021 after selling out during the quarter.
  • Howe & Rusling sold 240 ProShares Ultra Russell2000 shares in Q2 2021, an estimated $13K.
  • Howe & Rusling first reported a position in ProShares Ultra Russell2000 in Q1 2021 and held it in 1 quarter.
  • Howe & Rusling's ProShares Ultra Russell2000 position peaked at $13K in Q1 2021.
  • 75 funds tracked by Wall St. Rank held ProShares Ultra Russell2000 as of Q2 2021.

Based on Howe & Rusling's 13F filing for Q2 2021, filed 13 Aug 2021.