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 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Global View Capital Management Waukesha, Wisconsin $377M AUM 31.41% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Dedeker Financial St. Louis Park, Minnesota $115M AUM

Capital Investment Counsel Inc Raleigh, North Carolina $816M AUM 34.73% 1-Year Est. Return

Capital Investment Advisory Services Raleigh, North Carolina $1.37B AUM 20.71% 1-Year Est. Return