Johnson Financial Group Inc (Wisconsin)’s ProShares Ultra Russell2000 UWM Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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 Q4	–	Sell	-754	Closed	-$32.5K	–	994
2024 Q3	$32.5K	Buy	+754	New	+$30.7K	﹤0.01%	561
2023 Q3	–	Sell	-2,000	Closed	-$68.8K	–	703
2023 Q2	$68.8K	Buy	2,000 +1,600	+400%	+$50.4K	﹤0.01%	375
2023 Q1	$12.7K	Buy	+400	New	+$13.7K	﹤0.01%	508
2014 Q2	–	Sell	-2,800	Closed	-$60K	–	729
2014 Q1	$60K	Buy	+2,800	New	+$59.4K	0.02%	343

Other funds holding UWM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PCS

Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

PAS

Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s UWM Position: Q4 2024 in Review

Johnson Financial Group Inc (Wisconsin) sold out of ProShares Ultra Russell2000 (UWM) in Q4 2024, closing a stake of 754 shares — an estimated $32.5K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in UWM in Q1 2014 and held it in 4 quarters. The position peaked at $68.8K in Q2 2023. 68 funds tracked by Wall St. Rank hold UWM as of Q4 2024.

Johnson Financial Group Inc (Wisconsin) reported no remaining ProShares Ultra Russell2000 position as of Q4 2024 after selling out during the quarter.
Johnson Financial Group Inc (Wisconsin) sold 754 ProShares Ultra Russell2000 shares in Q4 2024, an estimated $32.5K.
Johnson Financial Group Inc (Wisconsin) first reported a position in ProShares Ultra Russell2000 in Q1 2014 and held it in 4 quarters.
Johnson Financial Group Inc (Wisconsin)'s ProShares Ultra Russell2000 position peaked at $68.8K in Q2 2023.
68 funds tracked by Wall St. Rank held ProShares Ultra Russell2000 as of Q4 2024.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q4 2024, filed 14 Feb 2025.