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Marshall Financial Group (Maryland)’s ProShares Ultra Russell2000 UWM Stock Holding History

Marshall Financial Group (Maryland)’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
2022
Q1 		– Sell
-4,275
Closed -$237K – 219
2021
Q4 		$237K Buy
+4,275
New +$246K 0.09% 197

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IFWM
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TRCT
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HIS
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
CICI
Capital Investment Counsel Inc Raleigh, North Carolina $929M AUM 53.07% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Marshall Financial Group (Maryland)'s UWM Position: Q1 2022 in Review

Marshall Financial Group (Maryland) sold out of ProShares Ultra Russell2000 (UWM) in Q1 2022, closing a stake of 4,275 shares — an estimated $237K sold.

Marshall Financial Group (Maryland) first reported a position in UWM in Q4 2021 and held it in 1 quarter. The position peaked at $237K in Q4 2021. 45 funds tracked by Wall St. Rank hold UWM as of Q1 2022.

  • Marshall Financial Group (Maryland) reported no remaining ProShares Ultra Russell2000 position as of Q1 2022 after selling out during the quarter.
  • Marshall Financial Group (Maryland) sold 4,275 ProShares Ultra Russell2000 shares in Q1 2022, an estimated $237K.
  • Marshall Financial Group (Maryland) first reported a position in ProShares Ultra Russell2000 in Q4 2021 and held it in 1 quarter.
  • Marshall Financial Group (Maryland)'s ProShares Ultra Russell2000 position peaked at $237K in Q4 2021.
  • 45 funds tracked by Wall St. Rank held ProShares Ultra Russell2000 as of Q1 2022.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q1 2022, filed 10 May 2022.