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Integrated Advisors Network’s ProShares Ultra Russell2000 UWM Stock Holding History

Integrated Advisors Network’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
-16,820
Closed -$791K – 782
2025
Q4 		$791K Sell
16,820
-5,162
-23% -$244K 0.04% 388
2025
Q3 		$1.02M Buy
21,982
+8,347
+61% +$352K 0.04% 360
2025
Q2 		$514K Buy
13,635
+931
+7% +$30.8K 0.02% 486
2025
Q1 		$425K Sell
12,704
-11,021
-46% -$441K 0.02% 500
2024
Q4 		$993K Buy
23,725
+13,887
+141% +$628K 0.05% 308
2024
Q3 		$422K Buy
9,838
+226
+2% +$9.21K 0.02% 515
2024
Q2 		$358K Sell
9,612
-596
-6% -$22.2K 0.02% 537
2024
Q1 		$417K Buy
+10,208
New +$379K 0.02% 513
2021
Q4 		– Sell
-11,547
Closed -$624K – 655
2021
Q3 		$624K Buy
11,547
+5,356
+87% +$298K 0.04% 363
2021
Q2 		$371K Buy
+6,191
New +$357K 0.03% 423
2020
Q1 		– Sell
-89,888
Closed -$3.46M – 448
2019
Q4 		$3.46M Buy
+89,888
New +$3.15M 0.47% 59

Other funds holding UWM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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 $377M AUM 31.41% 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 $115M AUM
CICI
Capital Investment Counsel Inc Raleigh, North Carolina $816M AUM 34.73% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.37B AUM 20.71% 1-Year Est. Return

Integrated Advisors Network's UWM Position: Q1 2026 in Review

Integrated Advisors Network sold out of ProShares Ultra Russell2000 (UWM) in Q1 2026, closing a stake of 16,820 shares — an estimated $791K sold.

Integrated Advisors Network first reported a position in UWM in Q4 2019 and held it in 11 quarters. The position peaked at $3.46M in Q4 2019. 42 funds tracked by Wall St. Rank hold UWM as of Q1 2026.

  • Integrated Advisors Network reported no remaining ProShares Ultra Russell2000 position as of Q1 2026 after selling out during the quarter.
  • Integrated Advisors Network sold 16,820 ProShares Ultra Russell2000 shares in Q1 2026, an estimated $791K.
  • Integrated Advisors Network first reported a position in ProShares Ultra Russell2000 in Q4 2019 and held it in 11 quarters.
  • Integrated Advisors Network's ProShares Ultra Russell2000 position peaked at $3.46M in Q4 2019.
  • 42 funds tracked by Wall St. Rank held ProShares Ultra Russell2000 as of Q1 2026.

Based on Integrated Advisors Network's 13F filing for Q1 2026, filed 28 Apr 2026.