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Innova Wealth Partners’s ProShares Ultra Russell2000 UWM Stock Holding History

Innova Wealth Partners’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
2024
Q3 		– Sell
-15,094
Closed -$562K – 138
2024
Q2 		$562K Buy
15,094
+475
+3% +$17.7K 0.4% 46
2024
Q1 		$597K Buy
14,619
+4,418
+43% +$164K 0.46% 38
2023
Q4 		$388K Buy
+10,201
New +$314K 0.33% 43

Other funds holding UWM

ACP
Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
CICI
Capital Investment Counsel Inc Raleigh, North Carolina $816M AUM 34.73% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FA
Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SAM
SP Asset Management Cupertino, California $1.13B AUM 12.57% 1-Year Est. Return

Innova Wealth Partners's UWM Position: Q3 2024 in Review

Innova Wealth Partners sold out of ProShares Ultra Russell2000 (UWM) in Q3 2024, closing a stake of 15,094 shares — an estimated $562K sold.

Innova Wealth Partners first reported a position in UWM in Q4 2023 and held it in 3 quarters. The position peaked at $597K in Q1 2024. 41 funds tracked by Wall St. Rank hold UWM as of Q3 2024.

  • Innova Wealth Partners reported no remaining ProShares Ultra Russell2000 position as of Q3 2024 after selling out during the quarter.
  • Innova Wealth Partners sold 15,094 ProShares Ultra Russell2000 shares in Q3 2024, an estimated $562K.
  • Innova Wealth Partners first reported a position in ProShares Ultra Russell2000 in Q4 2023 and held it in 3 quarters.
  • Innova Wealth Partners's ProShares Ultra Russell2000 position peaked at $597K in Q1 2024.
  • 41 funds tracked by Wall St. Rank held ProShares Ultra Russell2000 as of Q3 2024.

Based on Innova Wealth Partners's 13F filing for Q3 2024, filed 30 Oct 2024.