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Kingswood Wealth Advisors’s ProShares Ultra Russell2000 UWM Stock Holding History

Kingswood Wealth Advisors’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
Q1 		– Sell
-8,592
Closed -$327K – 699
2023
Q4 		$327K Buy
+8,592
New +$264K 0.04% 446

Other funds holding UWM

CFIM
Client First Investment Management West Bend, Wisconsin $237M AUM 90.28% 1-Year Est. Return
RAM
Revere Asset Management Dallas, Texas $195M AUM 80.44% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
CG
Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return
CICI
Capital Investment Counsel Inc Raleigh, North Carolina $816M AUM 34.73% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
CCP
Clarity Capital Partners Newport Beach, California $280M AUM 25.04% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Kingswood Wealth Advisors's UWM Position: Q1 2024 in Review

Kingswood Wealth Advisors sold out of ProShares Ultra Russell2000 (UWM) in Q1 2024, closing a stake of 8,592 shares — an estimated $327K sold.

Kingswood Wealth Advisors first reported a position in UWM in Q4 2023 and held it in 1 quarter. The position peaked at $327K in Q4 2023. 35 funds tracked by Wall St. Rank hold UWM as of Q1 2024.

  • Kingswood Wealth Advisors reported no remaining ProShares Ultra Russell2000 position as of Q1 2024 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 8,592 ProShares Ultra Russell2000 shares in Q1 2024, an estimated $327K.
  • Kingswood Wealth Advisors first reported a position in ProShares Ultra Russell2000 in Q4 2023 and held it in 1 quarter.
  • Kingswood Wealth Advisors's ProShares Ultra Russell2000 position peaked at $327K in Q4 2023.
  • 35 funds tracked by Wall St. Rank held ProShares Ultra Russell2000 as of Q1 2024.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2024, filed 15 Apr 2024.