PCS
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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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CFIM
Client First Investment Management West Bend, Wisconsin $237M AUM 90.27% 1-Year Est. Return
CWM
Crowley Wealth Management Wilmington, Delaware $126M AUM 23.04% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $911M AUM 15.46% 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 $77.3B 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 $38B AUM 19.66% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $6.6B AUM 44.93% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return