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Portus Wealth Advisors’s ProShares Ultra Russell2000 UWM Stock Holding History

Portus Wealth 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
2026
Q2 		– Sell
-211
Closed -$9.86K – 507
2026
Q1 		$9.86K Buy
+211
New +$10.8K 0.01% 132

Other funds holding UWM

Envestnet Asset Management
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
GVCM
Global View Capital Management Waukesha, Wisconsin $484M AUM 48.46% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
LWPC
Legacy Wealth Partners (Colorado) Lakewood, Colorado $445M AUM
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
TWP
Tempus Wealth Planning Irvine, California $511M AUM 28.39% 1-Year Est. Return
GCA
Genesee Capital Advisors Auburn, New York $317M AUM 35.41% 1-Year Est. Return

Portus Wealth Advisors's UWM Position: Q2 2026 in Review

Portus Wealth Advisors sold out of ProShares Ultra Russell2000 (UWM) in Q2 2026, closing a stake of 211 shares — an estimated $9.86K sold.

Portus Wealth Advisors first reported a position in UWM in Q1 2026 and held it in 1 quarter. The position peaked at $9.86K in Q1 2026. 44 funds tracked by Wall St. Rank hold UWM as of Q2 2026.

  • Portus Wealth Advisors reported no remaining ProShares Ultra Russell2000 position as of Q2 2026 after selling out during the quarter.
  • Portus Wealth Advisors sold 211 ProShares Ultra Russell2000 shares in Q2 2026, an estimated $9.86K.
  • Portus Wealth Advisors first reported a position in ProShares Ultra Russell2000 in Q1 2026 and held it in 1 quarter.
  • Portus Wealth Advisors's ProShares Ultra Russell2000 position peaked at $9.86K in Q1 2026.
  • 44 funds tracked by Wall St. Rank held ProShares Ultra Russell2000 as of Q2 2026.

Based on Portus Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.