Institute for Wealth Management’s ProShares Ultra Russell2000 UWM Stock Holding History

Institute for Wealth Management’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	$136K	Buy	+2,028	New	+$121K	0.01%	615
2023 Q1	–	Sell	-29,389	Closed	-$915K	–	469
2022 Q4	$915K	Sell	29,389 -706	-2%	-$23.2K	0.19%	149
2022 Q3	$866K	Hold	30,095	–	–	0.19%	140
2022 Q2	$930K	Hold	30,095	–	–	0.18%	144
2022 Q1	$1.4M	Sell	30,095 -166	-0.5%	-$7.68K	0.23%	116
2021 Q4	$1.68M	Sell	30,261 -88	-0.3%	-$5.06K	0.27%	87
2021 Q3	$1.64M	Sell	30,349 -120	-0.4%	-$6.67K	0.29%	88
2021 Q2	$1.82M	Sell	30,469 -197	-0.6%	-$11.4K	0.32%	77
2021 Q1	$1.71M	Sell	30,666 -6,314	-17%	-$348K	0.33%	79
2020 Q4	$1.66M	Hold	36,980	–	–	0.33%	75
2020 Q3	$978K	Sell	36,980 -360	-1%	-$9.61K	0.22%	116
2020 Q2	$907K	Sell	37,340 -282	-0.7%	-$5.9K	0.22%	118
2020 Q1	$618K	Sell	37,622 -3,472	-8%	-$109K	0.19%	148
2019 Q4	$1.58M	Sell	41,094 -22	-0.1%	-$771	0.36%	65
2019 Q3	$1.32M	Sell	41,116 -108	-0.3%	-$3.56K	0.33%	76
2019 Q2	$1.42M	Sell	41,224 -946	-2%	-$32.1K	0.31%	78
2019 Q1	$1.42M	Sell	42,170 -1,108	-3%	-$36.2K	0.31%	78
2018 Q4	$1.13M	Buy	43,278 +644	+2%	+$21.2K	0.46%	62
2018 Q3	$1.79M	Buy	42,634 +1,704	+4%	+$72.3K	0.61%	46
2018 Q2	$1.63M	Buy	40,930 +1,556	+4%	+$59.5K	0.52%	58
2018 Q1	$1.38M	Sell	39,374 -1,346	-3%	-$48.5K	0.41%	76
2017 Q4	$1.44M	Sell	40,720 -864	-2%	-$29.6K	0.33%	90
2017 Q3	$1.39M	Sell	41,584 -424	-1%	-$12.8K	0.45%	71
2017 Q2	$1.26M	Buy	+42,008	New	+$1.22M	0.35%	77

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

Institute for Wealth Management's UWM Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in ProShares Ultra Russell2000 (UWM) in Q2 2026: 2,028 shares worth $136K. The stake represents 0.01% of the portfolio and ranks #615 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in UWM as recently as Q4 2022.

Institute for Wealth Management first reported a position in UWM in Q2 2017 and has held it in 24 quarters since. The position peaked at $1.82M in Q2 2021. 44 funds tracked by Wall St. Rank hold UWM as of Q2 2026.

Institute for Wealth Management held 2,028 shares of ProShares Ultra Russell2000 worth $136K as of Q2 2026.
ProShares Ultra Russell2000 was a new Institute for Wealth Management position in Q2 2026.
ProShares Ultra Russell2000 made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #615 holding.
Institute for Wealth Management first reported a position in ProShares Ultra Russell2000 in Q2 2017 and has held it in 24 quarters since.
Institute for Wealth Management's ProShares Ultra Russell2000 position peaked at $1.82M in Q2 2021.
44 funds tracked by Wall St. Rank held ProShares Ultra Russell2000 as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.