Integrated Wealth Concepts’s ProShares Ultra Russell2000 UWM Stock Holding History

Integrated Wealth Concepts’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	$40.3K	Buy	+600	New	+$35.7K	﹤0.01%	3536

Other funds holding UWM

Envestnet Asset Management

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

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

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

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

Citadel Advisors

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

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

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

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

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

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

Integrated Wealth Concepts's UWM Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in ProShares Ultra Russell2000 (UWM) in Q2 2026: 600 shares worth $40.3K. The stake represents ﹤0.01% of the portfolio and ranks #3536 among its holdings.

44 funds tracked by Wall St. Rank hold UWM as of Q2 2026.

Integrated Wealth Concepts held 600 shares of ProShares Ultra Russell2000 worth $40.3K as of Q2 2026.
ProShares Ultra Russell2000 was a new Integrated Wealth Concepts position in Q2 2026.
ProShares Ultra Russell2000 made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3536 holding.
44 funds tracked by Wall St. Rank held ProShares Ultra Russell2000 as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.