KLC
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Knowledge Leaders Capital’s ProShares Ultra Russell2000 UWM Stock Holding History

Knowledge Leaders Capital’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
2023
Q3 		– Sell
-36,214
Closed -$1.25M – 109
2023
Q2 		$1.25M Buy
+36,214
New +$1.14M 1.43% 12

Other funds holding UWM

CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
CICI
Capital Investment Counsel Inc Raleigh, North Carolina $816M AUM 34.73% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
WWM
Windsor Wealth Management Indianapolis, Indiana $546M AUM 16.47% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Knowledge Leaders Capital's UWM Position: Q3 2023 in Review

Knowledge Leaders Capital sold out of ProShares Ultra Russell2000 (UWM) in Q3 2023, closing a stake of 36,214 shares — an estimated $1.25M sold.

Knowledge Leaders Capital first reported a position in UWM in Q2 2023 and held it in 1 quarter. The position peaked at $1.25M in Q2 2023. 29 funds tracked by Wall St. Rank hold UWM as of Q3 2023.

  • Knowledge Leaders Capital reported no remaining ProShares Ultra Russell2000 position as of Q3 2023 after selling out during the quarter.
  • Knowledge Leaders Capital sold 36,214 ProShares Ultra Russell2000 shares in Q3 2023, an estimated $1.25M.
  • Knowledge Leaders Capital first reported a position in ProShares Ultra Russell2000 in Q2 2023 and held it in 1 quarter.
  • Knowledge Leaders Capital's ProShares Ultra Russell2000 position peaked at $1.25M in Q2 2023.
  • 29 funds tracked by Wall St. Rank held ProShares Ultra Russell2000 as of Q3 2023.

Based on Knowledge Leaders Capital's 13F filing for Q3 2023, filed 7 Nov 2023.