Larson Financial Group’s ProShares Ultra Russell2000 UWM Stock Holding History

Larson Financial Group’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	$109K	Buy	1,618 +1	+0.1%	+$59	﹤0.01%	1139
2026 Q1	$75.5K	Buy	1,617 +3	+0.2%	+$153	﹤0.01%	1126
2025 Q4	$75.9K	Buy	1,614 +6	+0.4%	+$284	﹤0.01%	1043
2025 Q3	$74.5K	Buy	1,608 +8	+0.5%	+$337	﹤0.01%	1016
2025 Q2	$60.3K	Hold	1,600	–	–	﹤0.01%	1007
2025 Q1	$53.5K	Hold	1,600	–	–	﹤0.01%	1002
2024 Q4	$67K	Sell	1,600 -1,003	-39%	-$45.4K	﹤0.01%	818
2024 Q3	$112K	Buy	2,603 +1,003	+63%	+$40.9K	0.01%	704
2024 Q2	$59.6K	Hold	1,600	–	–	﹤0.01%	768
2024 Q1	$65.3K	Hold	1,600	–	–	0.01%	631
2023 Q4	$60.9K	Hold	1,600	–	–	0.01%	600
2023 Q3	$48.4K	Hold	1,600	–	–	﹤0.01%	624
2023 Q2	$55K	Hold	1,600	–	–	0.01%	534
2023 Q1	$50.9K	Sell	1,600 -54	-3%	-$1.85K	0.01%	549
2022 Q4	$51.5K	Sell	1,654 -193	-10%	-$6.34K	0.01%	512
2022 Q3	$53K	Hold	1,847	–	–	0.01%	461
2022 Q2	$57K	Hold	1,847	–	–	0.01%	345
2022 Q1	$86K	Hold	1,847	–	–	0.01%	293
2021 Q4	$103K	Buy	1,847 +247	+15%	+$14.2K	0.02%	269
2021 Q3	$86K	Hold	1,600	–	–	0.02%	221
2021 Q2	$96K	Hold	1,600	–	–	0.02%	195
2021 Q1	$89K	Hold	1,600	–	–	0.03%	180
2020 Q4	$72K	Hold	1,600	–	–	0.02%	171
2020 Q3	$42K	Hold	1,600	–	–	0.02%	230
2020 Q2	$39K	Hold	1,600	–	–	0.02%	212
2020 Q1	$26K	Hold	1,600	–	–	0.02%	205
2019 Q4	$62K	Hold	1,600	–	–	0.04%	139
2019 Q3	$52K	Hold	1,600	–	–	0.03%	146
2019 Q2	$55K	Hold	1,600	–	–	0.04%	121
2019 Q1	$54K	Buy	1,600 +6	+0.4%	+$196	0.04%	115
2018 Q4	$42K	Buy	+1,594	New	+$52.5K	0.04%	119

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

Larson Financial Group's UWM Position: Q2 2026 in Review

Larson Financial Group increased its ProShares Ultra Russell2000 (UWM) stake by 0.06% in Q2 2026, buying an estimated $59 and bringing the position to 1,618 shares worth $109K. The position accounts for ﹤0.01% of the portfolio, ranked #1139.

Larson Financial Group first reported a position in UWM in Q4 2018 and has held it in 31 quarters since. The position peaked at $112K in Q3 2024. 44 funds tracked by Wall St. Rank hold UWM as of Q2 2026.

Larson Financial Group held 1,618 shares of ProShares Ultra Russell2000 worth $109K as of Q2 2026.
Larson Financial Group bought 1 ProShares Ultra Russell2000 share in Q2 2026, an estimated $59.
ProShares Ultra Russell2000 made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1139 holding.
Larson Financial Group first reported a position in ProShares Ultra Russell2000 in Q4 2018 and has held it in 31 quarters since.
Larson Financial Group's ProShares Ultra Russell2000 position peaked at $112K in Q3 2024.
44 funds tracked by Wall St. Rank held ProShares Ultra Russell2000 as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.