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Peterson Financial Group’s ProShares Ultra Russell2000 UWM Stock Holding History

Peterson Financial Group’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
2024
Q3 		$147K Buy
+3,421
New +$139K 0.57% 42
2022
Q2 		– Sell
-5,814
Closed -$270K – 77
2022
Q1 		$270K Sell
5,814
-461
-7% -$21.3K 0.22% 69
2021
Q4 		$348K Buy
+6,275
New +$361K 0.28% 65

Other funds holding UWM

ACP
Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
CICI
Capital Investment Counsel Inc Raleigh, North Carolina $929M AUM 53.07% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FA
Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SAM
SP Asset Management Cupertino, California $1.13B AUM 12.57% 1-Year Est. Return

Peterson Financial Group's UWM Position: Q3 2024 in Review

Peterson Financial Group opened a new position in ProShares Ultra Russell2000 (UWM) in Q3 2024: 3,421 shares worth $147K. The stake represents 0.57% of the portfolio and ranks #42 among its holdings. This is a return to the name: Peterson Financial Group previously reported a position in UWM as recently as Q1 2022.

Peterson Financial Group first reported a position in UWM in Q4 2021 and has held it in 3 quarters since. The position peaked at $348K in Q4 2021. 41 funds tracked by Wall St. Rank hold UWM as of Q3 2024.

  • Peterson Financial Group held 3,421 shares of ProShares Ultra Russell2000 worth $147K as of Q3 2024.
  • ProShares Ultra Russell2000 was a new Peterson Financial Group position in Q3 2024.
  • ProShares Ultra Russell2000 made up 0.57% of Peterson Financial Group's portfolio in Q3 2024, its #42 holding.
  • Peterson Financial Group first reported a position in ProShares Ultra Russell2000 in Q4 2021 and has held it in 3 quarters since.
  • Peterson Financial Group's ProShares Ultra Russell2000 position peaked at $348K in Q4 2021.
  • 41 funds tracked by Wall St. Rank held ProShares Ultra Russell2000 as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.