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Legacy Wealth Partners (Colorado)’s ProShares Ultra Russell2000 UWM Stock Holding History

Legacy Wealth Partners (Colorado)’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 		$3.72M Buy
55,321
+25,519
+86% +$1.52M 0.84% 24
2026
Q1 		$1.39M Buy
29,802
+1,306
+5% +$66.8K 0.35% 48
2025
Q4 		$1.34M Buy
+28,496
New +$1.35M 0.35% 50

Other funds holding UWM

Envestnet Asset Management
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
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
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
CICI
Capital Investment Counsel Inc Raleigh, North Carolina $929M AUM 53.07% 1-Year Est. Return

Legacy Wealth Partners (Colorado)'s UWM Position: Q2 2026 in Review

Legacy Wealth Partners (Colorado) increased its ProShares Ultra Russell2000 (UWM) stake by 86% in Q2 2026, buying an estimated $1.52M and bringing the position to 55,321 shares worth $3.72M. The position accounts for 0.84% of the portfolio, ranked #24.

Legacy Wealth Partners (Colorado) first reported a position in UWM in Q4 2025 and has held it in 3 quarters since. 44 funds tracked by Wall St. Rank hold UWM as of Q2 2026.

  • Legacy Wealth Partners (Colorado) held 55,321 shares of ProShares Ultra Russell2000 worth $3.72M as of Q2 2026.
  • Legacy Wealth Partners (Colorado) bought 25,519 ProShares Ultra Russell2000 shares in Q2 2026, an estimated $1.52M.
  • ProShares Ultra Russell2000 made up 0.84% of Legacy Wealth Partners (Colorado)'s portfolio in Q2 2026, its #24 holding.
  • Legacy Wealth Partners (Colorado) first reported a position in ProShares Ultra Russell2000 in Q4 2025 and has held it in 3 quarters since.
  • 44 funds tracked by Wall St. Rank held ProShares Ultra Russell2000 as of Q2 2026.

Based on Legacy Wealth Partners (Colorado)'s 13F filing for Q2 2026, filed 22 Jul 2026.