Personal CFO Solutions’s ProShares Ultra Russell2000 UWM Stock Holding History

Personal CFO Solutions’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	-322,764	Closed	-$12.2M	–	528
2025 Q2	$12.2M	Sell	322,764 -16,611	-5%	-$550K	2.25%	6
2025 Q1	$11.3M	Sell	339,375 -25,973	-7%	-$1.04M	2.3%	5
2024 Q4	$15.3M	Buy	+365,348	New	+$16.5M	3.01%	3
2021 Q3	–	Sell	-398,875	Closed	-$23.9M	–	475
2021 Q2	$23.9M	Sell	398,875 -16,101	-4%	-$928K	4.89%	1
2021 Q1	$23.2M	Buy	414,976 +4,904	+1%	+$271K	5.01%	2
2020 Q4	$18.4M	Buy	+410,072	New	+$14.8M	4.55%	1

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

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 $929M AUM 53.07% 1-Year Est. Return

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

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

TRCT

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

Personal CFO Solutions's UWM Position: Q3 2025 in Review

Personal CFO Solutions sold out of ProShares Ultra Russell2000 (UWM) in Q3 2025, closing a stake of 322,764 shares — an estimated $12.2M sold.

Personal CFO Solutions first reported a position in UWM in Q4 2020 and held it in 6 quarters. The position peaked at $23.9M in Q2 2021. 43 funds tracked by Wall St. Rank hold UWM as of Q3 2025.

Personal CFO Solutions reported no remaining ProShares Ultra Russell2000 position as of Q3 2025 after selling out during the quarter.
Personal CFO Solutions sold 322,764 ProShares Ultra Russell2000 shares in Q3 2025, an estimated $12.2M.
Personal CFO Solutions first reported a position in ProShares Ultra Russell2000 in Q4 2020 and held it in 6 quarters.
Personal CFO Solutions's ProShares Ultra Russell2000 position peaked at $23.9M in Q2 2021.
43 funds tracked by Wall St. Rank held ProShares Ultra Russell2000 as of Q3 2025.

Based on Personal CFO Solutions's 13F filing for Q3 2025, filed 10 Nov 2025.