Kestra Advisory Services’s ProShares Ultra Russell2000 UWM Stock Holding History

Kestra Advisory Services’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	$250K	Buy	+3,721	New	+$221K	﹤0.01%	2928
2026 Q1	–	Sell	-6,732	Closed	-$317K	–	4350
2025 Q4	$317K	Buy	+6,732	New	+$319K	﹤0.01%	2497
2025 Q3	–	Sell	-74,417	Closed	-$2.8M	–	3031
2025 Q2	$2.8M	Sell	74,417 -828	-1%	-$27.4K	0.01%	911
2025 Q1	$2.52M	Buy	75,245 +3,451	+5%	+$138K	0.01%	887
2024 Q4	$3M	Buy	+71,794	New	+$3.25M	0.02%	795
2021 Q3	–	Sell	-27,755	Closed	-$1.66M	–	2179
2021 Q2	$1.66M	Sell	27,755 -2,971	-10%	-$171K	0.02%	721
2021 Q1	$1.72M	Buy	+30,726	New	+$1.7M	0.02%	652

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 40.89% 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

Kestra Advisory Services's UWM Position: Q2 2026 in Review

Kestra Advisory Services opened a new position in ProShares Ultra Russell2000 (UWM) in Q2 2026: 3,721 shares worth $250K. The stake represents ﹤0.01% of the portfolio and ranks #2928 among its holdings. This is a return to the name: Kestra Advisory Services previously reported a position in UWM as recently as Q4 2025.

Kestra Advisory Services first reported a position in UWM in Q1 2021 and has held it in 7 quarters since. The position peaked at $3M in Q4 2024. 44 funds tracked by Wall St. Rank hold UWM as of Q2 2026.

Kestra Advisory Services held 3,721 shares of ProShares Ultra Russell2000 worth $250K as of Q2 2026.
ProShares Ultra Russell2000 was a new Kestra Advisory Services position in Q2 2026.
ProShares Ultra Russell2000 made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2928 holding.
Kestra Advisory Services first reported a position in ProShares Ultra Russell2000 in Q1 2021 and has held it in 7 quarters since.
Kestra Advisory Services's ProShares Ultra Russell2000 position peaked at $3M in Q4 2024.
44 funds tracked by Wall St. Rank held ProShares Ultra Russell2000 as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.