Northwestern Mutual Wealth Management
UWM icon

Northwestern Mutual Wealth Management’s ProShares Ultra Russell2000 UWM Stock Holding History

Northwestern Mutual 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
2025
Q2 		– Sell
-2,049
Closed -$68.5K – 4010
2025
Q1 		$68.5K Buy
2,049
+1,849
+925% +$74.1K ﹤0.01% 2069
2024
Q4 		$8.37K Buy
+200
New +$9.05K ﹤0.01% 2809
2023
Q4 		– Sell
-60
Closed -$1.81K – 3684
2023
Q3 		$1.81K Buy
+60
New +$2.06K ﹤0.01% 2966
2021
Q2 		– Sell
-222
Closed -$12K – 3160
2021
Q1 		$12K Buy
+222
New +$12.2K ﹤0.01% 2238
2017
Q4 		– Sell
-1,908
Closed -$64K – 2462
2017
Q3 		$64K Buy
+1,908
New +$57.5K ﹤0.01% 1032
2014
Q3 		– Sell
-516
Closed -$11K – 1461
2014
Q2 		$11K Buy
+516
New +$10.5K ﹤0.01% 885

Other funds holding UWM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
PCS
Personal CFO Solutions Chester, New Jersey $692M AUM 32% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CWM
Crowley Wealth Management Wilmington, Delaware $126M AUM 23.04% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Northwestern Mutual Wealth Management's UWM Position: Q2 2025 in Review

Northwestern Mutual Wealth Management sold out of ProShares Ultra Russell2000 (UWM) in Q2 2025, closing a stake of 2,049 shares — an estimated $68.5K sold.

Northwestern Mutual Wealth Management first reported a position in UWM in Q2 2014 and held it in 6 quarters. The position peaked at $68.5K in Q1 2025. 54 funds tracked by Wall St. Rank hold UWM as of Q2 2025.

  • Northwestern Mutual Wealth Management reported no remaining ProShares Ultra Russell2000 position as of Q2 2025 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 2,049 ProShares Ultra Russell2000 shares in Q2 2025, an estimated $68.5K.
  • Northwestern Mutual Wealth Management first reported a position in ProShares Ultra Russell2000 in Q2 2014 and held it in 6 quarters.
  • Northwestern Mutual Wealth Management's ProShares Ultra Russell2000 position peaked at $68.5K in Q1 2025.
  • 54 funds tracked by Wall St. Rank held ProShares Ultra Russell2000 as of Q2 2025.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.