Newbridge Financial Services Group’s ProShares Ultra Russell2000 UWM Stock Holding History

Newbridge Financial Services Group’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
2023 Q1	–	Sell	-260	Closed	-$8.1K	–	1482
2022 Q4	$8.1K	Hold	260	–	–	﹤0.01%	955
2022 Q3	$7K	Hold	260	–	–	﹤0.01%	985
2022 Q2	$8K	Hold	260	–	–	0.01%	931
2022 Q1	$12K	Hold	260	–	–	0.01%	897
2021 Q4	$14K	Hold	260	–	–	0.01%	844
2021 Q3	$14K	Hold	260	–	–	0.01%	785
2021 Q2	$16K	Hold	260	–	–	0.01%	850
2021 Q1	$15K	Buy	+260	New	+$14.3K	0.01%	774

Other funds holding UWM

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

WWM

Windsor Wealth Management Indianapolis, Indiana $546M AUM 16.47% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

CICI

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

Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return

Newbridge Financial Services Group's UWM Position: Q1 2023 in Review

Newbridge Financial Services Group sold out of ProShares Ultra Russell2000 (UWM) in Q1 2023, closing a stake of 260 shares — an estimated $8.1K sold.

Newbridge Financial Services Group first reported a position in UWM in Q1 2021 and held it in 8 quarters. The position peaked at $16K in Q2 2021. 41 funds tracked by Wall St. Rank hold UWM as of Q1 2023.

Newbridge Financial Services Group reported no remaining ProShares Ultra Russell2000 position as of Q1 2023 after selling out during the quarter.
Newbridge Financial Services Group sold 260 ProShares Ultra Russell2000 shares in Q1 2023, an estimated $8.1K.
Newbridge Financial Services Group first reported a position in ProShares Ultra Russell2000 in Q1 2021 and held it in 8 quarters.
Newbridge Financial Services Group's ProShares Ultra Russell2000 position peaked at $16K in Q2 2021.
41 funds tracked by Wall St. Rank held ProShares Ultra Russell2000 as of Q1 2023.

Based on Newbridge Financial Services Group's 13F filing for Q1 2023, filed 18 Apr 2023.