Legacy Capital Wealth Management’s ProShares Ultra Russell2000 UWM Stock Holding History

Legacy Capital 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
2024 Q4	$223K	Buy	+5,338	New	+$241K	0.22%	49

Other funds holding UWM

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

PCS

Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

PAS

Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return

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

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Legacy Capital Wealth Management's UWM Position: Q4 2024 in Review

Legacy Capital Wealth Management opened a new position in ProShares Ultra Russell2000 (UWM) in Q4 2024: 5,338 shares worth $223K. The stake represents 0.22% of the portfolio and ranks #49 among its holdings.

68 funds tracked by Wall St. Rank hold UWM as of Q4 2024.

Legacy Capital Wealth Management held 5,338 shares of ProShares Ultra Russell2000 worth $223K as of Q4 2024.
ProShares Ultra Russell2000 was a new Legacy Capital Wealth Management position in Q4 2024.
ProShares Ultra Russell2000 made up 0.22% of Legacy Capital Wealth Management's portfolio in Q4 2024, its #49 holding.
68 funds tracked by Wall St. Rank held ProShares Ultra Russell2000 as of Q4 2024.

Based on Legacy Capital Wealth Management's 13F filing for Q4 2024, filed 4 Jun 2025.