NFH
UWM icon

NEXT Financial Holdings’s ProShares Ultra Russell2000 UWM Stock Holding History

NEXT Financial Holdings’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
2019
Q1 		$343K Buy
+10,178
New +$332K 0.09% 223

Other funds holding UWM

FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
CC
Cedar Capital Barrington, Illinois $54.9M AUM 33.3% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $938M AUM 29.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $367M AUM 37.49% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

NEXT Financial Holdings's UWM Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in ProShares Ultra Russell2000 (UWM) in Q1 2019: 10,178 shares worth $343K. The stake represents 0.09% of the portfolio and ranks #223 among its holdings.

42 funds tracked by Wall St. Rank hold UWM as of Q1 2019.

  • NEXT Financial Holdings held 10,178 shares of ProShares Ultra Russell2000 worth $343K as of Q1 2019.
  • ProShares Ultra Russell2000 was a new NEXT Financial Holdings position in Q1 2019.
  • ProShares Ultra Russell2000 made up 0.09% of NEXT Financial Holdings's portfolio in Q1 2019, its #223 holding.
  • 42 funds tracked by Wall St. Rank held ProShares Ultra Russell2000 as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.