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InterCapital’s ProShares Ultra Russell2000 UWM Stock Holding History

InterCapital’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 		– Sell
-6,000
Closed -$280K – 156
2026
Q1 		$280K Sell
6,000
-4,955
-45% -$253K 0.09% 100
2025
Q4 		$515K Buy
+10,955
New +$519K 0.18% 76

Other funds holding UWM

Envestnet Asset Management
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
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

InterCapital's UWM Position: Q2 2026 in Review

InterCapital sold out of ProShares Ultra Russell2000 (UWM) in Q2 2026, closing a stake of 6,000 shares — an estimated $280K sold.

InterCapital first reported a position in UWM in Q4 2025 and held it in 2 quarters. The position peaked at $515K in Q4 2025. 44 funds tracked by Wall St. Rank hold UWM as of Q2 2026.

  • InterCapital reported no remaining ProShares Ultra Russell2000 position as of Q2 2026 after selling out during the quarter.
  • InterCapital sold 6,000 ProShares Ultra Russell2000 shares in Q2 2026, an estimated $280K.
  • InterCapital first reported a position in ProShares Ultra Russell2000 in Q4 2025 and held it in 2 quarters.
  • InterCapital's ProShares Ultra Russell2000 position peaked at $515K in Q4 2025.
  • 44 funds tracked by Wall St. Rank held ProShares Ultra Russell2000 as of Q2 2026.

Based on InterCapital's 13F filing for Q2 2026, filed 14 Aug 2026.