Independent Financial Group’s ProShares Ultra Russell2000 UWM Stock Holding History

Independent Financial Group’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 Q2	$769K	Sell	11,435 -3,078	-21%	-$183K	0.01%	800
2026 Q1	$677K	Buy	14,513 +571	+4%	+$29.2K	0.02%	781
2025 Q4	$656K	Buy	13,942 +2,024	+17%	+$95.8K	0.01%	771
2025 Q3	$553K	Buy	+11,918	New	+$503K	0.01%	807
2025 Q1	–	Sell	-4,917	Closed	-$206K	–	1271
2024 Q4	$206K	Buy	+4,917	New	+$222K	0.01%	1091
2022 Q3	–	Sell	-11,920	Closed	-$368K	–	784
2022 Q2	$368K	Sell	11,920 -443	-4%	-$16.5K	0.04%	449
2022 Q1	$574K	Sell	12,363 -10,828	-47%	-$501K	0.05%	388
2021 Q4	$1.29M	Buy	23,191 +14,974	+182%	+$861K	0.11%	199
2021 Q3	$444K	Buy	8,217 +2,705	+49%	+$150K	0.05%	398
2021 Q2	$330K	Buy	+5,512	New	+$318K	0.04%	505

Other funds holding UWM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CFIM

Client First Investment Management West Bend, Wisconsin $237M AUM 90.26% 1-Year Est. Return

GVCM

Global View Capital Management Waukesha, Wisconsin $484M AUM 48.46% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

LWPC

Legacy Wealth Partners (Colorado) Lakewood, Colorado $445M AUM

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

TWP

Tempus Wealth Planning Irvine, California $511M AUM 28.39% 1-Year Est. Return

GCA

Genesee Capital Advisors Auburn, New York $317M AUM 35.41% 1-Year Est. Return

Independent Financial Group's UWM Position: Q2 2026 in Review

Independent Financial Group reduced its ProShares Ultra Russell2000 (UWM) stake by 21% in Q2 2026, selling an estimated $183K and leaving 11,435 shares worth $769K. The position accounts for 0.01% of the portfolio, ranked #800.

Independent Financial Group first reported a position in UWM in Q2 2021 and has held it in 10 quarters since. The position peaked at $1.29M in Q4 2021. 44 funds tracked by Wall St. Rank hold UWM as of Q2 2026.

Independent Financial Group held 11,435 shares of ProShares Ultra Russell2000 worth $769K as of Q2 2026.
Independent Financial Group sold 3,078 ProShares Ultra Russell2000 shares in Q2 2026, an estimated $183K.
ProShares Ultra Russell2000 made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #800 holding.
Independent Financial Group first reported a position in ProShares Ultra Russell2000 in Q2 2021 and has held it in 10 quarters since.
Independent Financial Group's ProShares Ultra Russell2000 position peaked at $1.29M in Q4 2021.
44 funds tracked by Wall St. Rank held ProShares Ultra Russell2000 as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.