Northern Trust
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Northern Trust’s ProShares Ultra Russell2000 UWM Stock Holding History

Northern Trust’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
2025
Q3 		– Sell
-6,261
Closed -$236K – 4541
2025
Q2 		$236K Buy
+6,261
New +$207K ﹤0.01% 3877

Other funds holding UWM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CFIM
Client First Investment Management West Bend, Wisconsin $237M AUM 90.28% 1-Year Est. Return
CWM
Crowley Wealth Management Wilmington, Delaware $126M AUM 23.04% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
CICI
Capital Investment Counsel Inc Raleigh, North Carolina $816M AUM 34.73% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.37B AUM 20.71% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Northern Trust's UWM Position: Q3 2025 in Review

Northern Trust sold out of ProShares Ultra Russell2000 (UWM) in Q3 2025, closing a stake of 6,261 shares — an estimated $236K sold.

Northern Trust first reported a position in UWM in Q2 2025 and held it in 1 quarter. The position peaked at $236K in Q2 2025. 43 funds tracked by Wall St. Rank hold UWM as of Q3 2025.

  • Northern Trust reported no remaining ProShares Ultra Russell2000 position as of Q3 2025 after selling out during the quarter.
  • Northern Trust sold 6,261 ProShares Ultra Russell2000 shares in Q3 2025, an estimated $236K.
  • Northern Trust first reported a position in ProShares Ultra Russell2000 in Q2 2025 and held it in 1 quarter.
  • Northern Trust's ProShares Ultra Russell2000 position peaked at $236K in Q2 2025.
  • 43 funds tracked by Wall St. Rank held ProShares Ultra Russell2000 as of Q3 2025.

Based on Northern Trust's 13F filing for Q3 2025, filed 14 Nov 2025.