Mercer Global Advisors
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Mercer Global Advisors’s ProShares Ultra Russell2000 UWM Stock Holding History

Mercer Global Advisors’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
Q1 		– Sell
-18,412
Closed -$701K – 2148
2023
Q4 		$701K Buy
+18,412
New +$566K ﹤0.01% 1136

Other funds holding UWM

CFIM
Client First Investment Management West Bend, Wisconsin $237M AUM 90.28% 1-Year Est. Return
RAM
Revere Asset Management Dallas, Texas $195M AUM 80.44% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
CG
Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return
CICI
Capital Investment Counsel Inc Raleigh, North Carolina $816M AUM 34.73% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
CCP
Clarity Capital Partners Newport Beach, California $280M AUM 25.04% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Mercer Global Advisors's UWM Position: Q1 2024 in Review

Mercer Global Advisors sold out of ProShares Ultra Russell2000 (UWM) in Q1 2024, closing a stake of 18,412 shares — an estimated $701K sold.

Mercer Global Advisors first reported a position in UWM in Q4 2023 and held it in 1 quarter. The position peaked at $701K in Q4 2023. 35 funds tracked by Wall St. Rank hold UWM as of Q1 2024.

  • Mercer Global Advisors reported no remaining ProShares Ultra Russell2000 position as of Q1 2024 after selling out during the quarter.
  • Mercer Global Advisors sold 18,412 ProShares Ultra Russell2000 shares in Q1 2024, an estimated $701K.
  • Mercer Global Advisors first reported a position in ProShares Ultra Russell2000 in Q4 2023 and held it in 1 quarter.
  • Mercer Global Advisors's ProShares Ultra Russell2000 position peaked at $701K in Q4 2023.
  • 35 funds tracked by Wall St. Rank held ProShares Ultra Russell2000 as of Q1 2024.

Based on Mercer Global Advisors's 13F filing for Q1 2024, filed 15 May 2024.