IFP Advisors’s ProShares Ultra Russell2000 UWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-400
| Closed | -$18.8K | – | 5169 |
|
|
2025
Q4 | $18.8K | Hold |
400
| – | – | ﹤0.01% | 2751 |
|
|
2025
Q3 | $18.5K | Buy |
+400
| New | +$16.9K | ﹤0.01% | 2612 |
|
|
2023
Q1 | – | Sell |
-800
| Closed | -$64K | – | 4398 |
|
|
2022
Q4 | $64K | Buy |
800
+701
| +708% | +$23K | ﹤0.01% | 2071 |
|
|
2022
Q3 | $9K | Buy |
+99
| New | +$3.51K | ﹤0.01% | 3737 |
|
|
2021
Q4 | – | Sell |
-48
| Closed | -$3K | – | 3497 |
|
|
2021
Q3 | $3K | Sell |
48
-3,691
| -99% | -$205K | ﹤0.01% | 2766 |
|
|
2021
Q2 | $225K | Buy |
3,739
+2,435
| +187% | +$140K | ﹤0.01% | 851 |
|
|
2021
Q1 | $73K | Sell |
1,304
-1,148
| -47% | -$63.3K | ﹤0.01% | 1303 |
|
|
2020
Q4 | $110K | Buy |
+2,452
| New | +$88.4K | ﹤0.01% | 1089 |
|
|
2019
Q1 | $18K | Buy |
524
+312
| +147% | +$10.2K | ﹤0.01% | 1394 |
|
|
2018
Q4 | $5K | Sell |
212
-468
| -69% | -$15.4K | ﹤0.01% | 2874 |
|
|
2018
Q3 | $29K | Hold |
680
| – | – | ﹤0.01% | 2242 |
|
|
2018
Q2 | $27K | Sell |
680
-86
| -11% | -$3.29K | ﹤0.01% | 2299 |
|
|
2018
Q1 | $27K | Hold |
766
| – | – | ﹤0.01% | 2205 |
|
|
2017
Q4 | $27K | Sell |
766
-28
| -4% | -$959 | ﹤0.01% | 2234 |
|
|
2017
Q3 | $27K | Buy |
+794
| New | +$23.9K | ﹤0.01% | 2418 |
|
|
2017
Q2 | – | Sell |
-780
| Closed | -$23K | – | 4224 |
|
|
2017
Q1 | $23K | Sell |
780
-884
| -53% | -$25.2K | ﹤0.01% | 2414 |
|
|
2016
Q4 | $46K | Sell |
1,664
-156
| -9% | -$3.91K | ﹤0.01% | 1940 |
|
|
2016
Q3 | $43K | Buy |
1,820
+504
| +38% | +$11.4K | ﹤0.01% | 1912 |
|
|
2016
Q2 | $27K | Buy |
1,316
+268
| +26% | +$5.24K | ﹤0.01% | 2161 |
|
|
2016
Q1 | $18K | Buy |
1,048
+412
| +65% | +$6.84K | ﹤0.01% | 1393 |
|
|
2015
Q4 | $13K | Buy |
+636
| New | +$13.2K | ﹤0.01% | 2444 |
|
Other funds holding UWM
TFA
GVCM
WAP
DF
CICI
CIAS