Meridian Wealth Management’s ProShares Ultra Russell2000 UWM Stock Holding History

Meridian 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
2026 Q2	$325K	Sell	4,840 -499	-9%	-$29.6K	0.01%	656
2026 Q1	$249K	Buy	5,339 +949	+22%	+$48.5K	0.01%	689
2025 Q4	$206K	Sell	4,390 -717	-14%	-$33.9K	0.01%	717
2025 Q3	$237K	Buy	+5,107	New	+$215K	0.01%	635
2025 Q1	–	Sell	-40,946	Closed	-$1.71M	–	653
2024 Q4	$1.71M	Buy	+40,946	New	+$1.85M	0.08%	208

Other funds holding UWM

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

WAP

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

LWPC

Legacy Wealth Partners (Colorado) Lakewood, Colorado $445M AUM

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

Meridian Wealth Management's UWM Position: Q2 2026 in Review

Meridian Wealth Management reduced its ProShares Ultra Russell2000 (UWM) stake by 9.3% in Q2 2026, selling an estimated $29.6K and leaving 4,840 shares worth $325K. The position accounts for 0.01% of the portfolio, ranked #656.

Meridian Wealth Management first reported a position in UWM in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.71M in Q4 2024. 23 funds tracked by Wall St. Rank hold UWM as of Q2 2026.

Meridian Wealth Management held 4,840 shares of ProShares Ultra Russell2000 worth $325K as of Q2 2026.
Meridian Wealth Management sold 499 ProShares Ultra Russell2000 shares in Q2 2026, an estimated $29.6K.
ProShares Ultra Russell2000 made up 0.01% of Meridian Wealth Management's portfolio in Q2 2026, its #656 holding.
Meridian Wealth Management first reported a position in ProShares Ultra Russell2000 in Q4 2024 and has held it in 5 quarters since.
Meridian Wealth Management's ProShares Ultra Russell2000 position peaked at $1.71M in Q4 2024.
23 funds tracked by Wall St. Rank held ProShares Ultra Russell2000 as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.