Kingsview Wealth Management’s ProShares Ultra Russell2000 UWM Stock Holding History

Kingsview Wealth Management’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	$247K	Sell	3,680 -800	-18%	-$47.5K	﹤0.01%	1277
2026 Q1	$209K	Buy	+4,480	New	+$229K	﹤0.01%	1234
2025 Q4	–	Sell	-4,919	Closed	-$228K	–	1323
2025 Q3	$228K	Buy	+4,919	New	+$207K	﹤0.01%	1083
2025 Q1	–	Sell	-6,498	Closed	-$272K	–	1190
2024 Q4	$272K	Sell	6,498 -79	-1%	-$3.57K	0.01%	947
2024 Q3	$282K	Sell	6,577 -203	-3%	-$8.27K	0.01%	908
2024 Q2	$252K	Sell	6,780 -730	-10%	-$27.2K	0.01%	904
2024 Q1	$307K	Sell	7,510 -949	-11%	-$35.2K	0.01%	806
2023 Q4	$322K	Buy	+8,459	New	+$260K	0.01%	739
2023 Q3	–	Sell	-8,085	Closed	-$278K	–	1010
2023 Q2	$278K	Sell	8,085 -6,385	-44%	-$201K	0.01%	763
2023 Q1	$460K	Buy	14,470 +3,210	+29%	+$110K	0.02%	601
2022 Q4	$351K	Sell	11,260 -7,213	-39%	-$237K	0.02%	612
2022 Q3	$531K	Buy	18,473 +6,646	+56%	+$235K	0.03%	486
2022 Q2	$365K	Buy	11,827 +334	+3%	+$12.4K	0.02%	603
2022 Q1	$534K	Buy	+11,493	New	+$532K	0.02%	556

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 40.91% 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

Kingsview Wealth Management's UWM Position: Q2 2026 in Review

Kingsview Wealth Management reduced its ProShares Ultra Russell2000 (UWM) stake by 18% in Q2 2026, selling an estimated $47.5K and leaving 3,680 shares worth $247K. The position accounts for ﹤0.01% of the portfolio, ranked #1277.

Kingsview Wealth Management first reported a position in UWM in Q1 2022 and has held it in 14 quarters since. The position peaked at $534K in Q1 2022. 44 funds tracked by Wall St. Rank hold UWM as of Q2 2026.

Kingsview Wealth Management held 3,680 shares of ProShares Ultra Russell2000 worth $247K as of Q2 2026.
Kingsview Wealth Management sold 800 ProShares Ultra Russell2000 shares in Q2 2026, an estimated $47.5K.
ProShares Ultra Russell2000 made up ﹤0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #1277 holding.
Kingsview Wealth Management first reported a position in ProShares Ultra Russell2000 in Q1 2022 and has held it in 14 quarters since.
Kingsview Wealth Management's ProShares Ultra Russell2000 position peaked at $534K in Q1 2022.
44 funds tracked by Wall St. Rank held ProShares Ultra Russell2000 as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.