IA
UWM icon

IFP Advisors’s ProShares Ultra Russell2000 UWM Stock Holding History

IFP 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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
GVCM
Global View Capital Management Waukesha, Wisconsin $484M AUM 48.46% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
DF
Dedeker Financial St. Louis Park, Minnesota $176M AUM
CICI
Capital Investment Counsel Inc Raleigh, North Carolina $929M AUM 53.07% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

IFP Advisors's UWM Position: Q1 2026 in Review

IFP Advisors sold out of ProShares Ultra Russell2000 (UWM) in Q1 2026, closing a stake of 400 shares — an estimated $18.8K sold.

IFP Advisors first reported a position in UWM in Q4 2015 and held it in 21 quarters. The position peaked at $225K in Q2 2021. 42 funds tracked by Wall St. Rank hold UWM as of Q1 2026.

  • IFP Advisors reported no remaining ProShares Ultra Russell2000 position as of Q1 2026 after selling out during the quarter.
  • IFP Advisors sold 400 ProShares Ultra Russell2000 shares in Q1 2026, an estimated $18.8K.
  • IFP Advisors first reported a position in ProShares Ultra Russell2000 in Q4 2015 and held it in 21 quarters.
  • IFP Advisors's ProShares Ultra Russell2000 position peaked at $225K in Q2 2021.
  • 42 funds tracked by Wall St. Rank held ProShares Ultra Russell2000 as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.