Plotkin Financial Advisors’s ProShares Ultra Russell2000 UWM Stock Holding History

Plotkin Financial Advisors’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
2022 Q1	–	Sell	-54,316	Closed	-$3.02M	–	92
2021 Q4	$3.02M	Sell	54,316 -31,938	-37%	-$1.84M	1.91%	17
2021 Q3	$4.66M	Sell	86,254 -16,840	-16%	-$936K	2.77%	13
2021 Q2	$6.17M	Buy	103,094 +51,972	+102%	+$3M	3.41%	8
2021 Q1	$2.86M	Buy	51,122 +39,626	+345%	+$2.19M	1.75%	21
2020 Q4	$515K	Sell	11,496 -1,132	-9%	-$40.8K	0.34%	38
2020 Q3	$334K	Sell	12,628 -10,846	-46%	-$290K	0.37%	43
2020 Q2	$570K	Buy	+23,474	New	+$491K	0.48%	35

Other funds holding UWM

StoneX Group New York $1.86B AUM 21.3% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

IFWM

Institute for Wealth Management Denver, Colorado $938M AUM 29.36% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

HIS

Harvest Investment Services Oakbrook Terrace, Illinois $547M AUM 64.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

CICI

Capital Investment Counsel Inc Raleigh, North Carolina $816M AUM 34.73% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Plotkin Financial Advisors's UWM Position: Q1 2022 in Review

Plotkin Financial Advisors sold out of ProShares Ultra Russell2000 (UWM) in Q1 2022, closing a stake of 54,316 shares — an estimated $3.02M sold.

Plotkin Financial Advisors first reported a position in UWM in Q2 2020 and held it in 7 quarters. The position peaked at $6.17M in Q2 2021. 45 funds tracked by Wall St. Rank hold UWM as of Q1 2022.

Plotkin Financial Advisors reported no remaining ProShares Ultra Russell2000 position as of Q1 2022 after selling out during the quarter.
Plotkin Financial Advisors sold 54,316 ProShares Ultra Russell2000 shares in Q1 2022, an estimated $3.02M.
Plotkin Financial Advisors first reported a position in ProShares Ultra Russell2000 in Q2 2020 and held it in 7 quarters.
Plotkin Financial Advisors's ProShares Ultra Russell2000 position peaked at $6.17M in Q2 2021.
45 funds tracked by Wall St. Rank held ProShares Ultra Russell2000 as of Q1 2022.

Based on Plotkin Financial Advisors's 13F filing for Q1 2022, filed 15 Nov 2024.