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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
Q3 		– Sell
-11,435
Closed -$769K – 1669
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

TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
TWP
Tempus Wealth Planning Irvine, California $522M AUM 17.46% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return

Independent Financial Group's UWM Position: Q3 2026 in Review

Independent Financial Group sold out of ProShares Ultra Russell2000 (UWM) in Q3 2026, closing a stake of 11,435 shares — an estimated $769K sold.

Independent Financial Group first reported a position in UWM in Q2 2021 and held it in 10 quarters. The position peaked at $1.29M in Q4 2021. 3 funds tracked by Wall St. Rank hold UWM as of Q3 2026.

  • Independent Financial Group reported no remaining ProShares Ultra Russell2000 position as of Q3 2026 after selling out during the quarter.
  • Independent Financial Group sold 11,435 ProShares Ultra Russell2000 shares in Q3 2026, an estimated $769K.
  • Independent Financial Group first reported a position in ProShares Ultra Russell2000 in Q2 2021 and held it in 10 quarters.
  • Independent Financial Group's ProShares Ultra Russell2000 position peaked at $1.29M in Q4 2021.
  • 3 funds tracked by Wall St. Rank held ProShares Ultra Russell2000 as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.