Prospera Financial Services’s ProShares Ultra Russell2000 UWM Stock Holding History

Prospera Financial Services’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	-26,477	Closed	-$997K	–	1404
2025 Q2	$997K	Sell	26,477 -8,701	-25%	-$288K	0.02%	656
2025 Q1	$1.18M	Sell	35,178 -1,521	-4%	-$60.9K	0.03%	516
2024 Q4	$1.54M	Buy	+36,699	New	+$1.66M	0.04%	429
2021 Q2	–	Sell	-27,636	Closed	-$1.54M	–	825
2021 Q1	$1.54M	Buy	27,636 +9,686	+54%	+$534K	0.09%	259
2020 Q4	$804K	Buy	+17,950	New	+$647K	0.06%	332
2014 Q4	–	Sell	-35,376	Closed	-$670K	–	320
2014 Q3	$670K	Sell	35,376 -21,012	-37%	-$436K	0.18%	88
2014 Q2	$1.26M	Sell	56,388 -82,292	-59%	-$1.68M	0.34%	58
2014 Q1	$2.99M	Buy	+138,680	New	+$2.94M	0.94%	19
2013 Q4	–	Sell	-131,244	Closed	-$2.45M	–	289
2013 Q3	$2.45M	Buy	131,244 +61,520	+88%	+$1.05M	0.93%	27
2013 Q2	$1.08M	Buy	+69,724	New	+$1.02M	0.5%	51

Other funds holding UWM

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

CFIM

Client First Investment Management West Bend, Wisconsin $237M AUM 90.28% 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 $816M AUM 34.73% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B 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) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

TRCT

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

Prospera Financial Services's UWM Position: Q3 2025 in Review

Prospera Financial Services sold out of ProShares Ultra Russell2000 (UWM) in Q3 2025, closing a stake of 26,477 shares — an estimated $997K sold.

Prospera Financial Services first reported a position in UWM in Q2 2013 and held it in 10 quarters. The position peaked at $2.99M in Q1 2014. 43 funds tracked by Wall St. Rank hold UWM as of Q3 2025.

Prospera Financial Services reported no remaining ProShares Ultra Russell2000 position as of Q3 2025 after selling out during the quarter.
Prospera Financial Services sold 26,477 ProShares Ultra Russell2000 shares in Q3 2025, an estimated $997K.
Prospera Financial Services first reported a position in ProShares Ultra Russell2000 in Q2 2013 and held it in 10 quarters.
Prospera Financial Services's ProShares Ultra Russell2000 position peaked at $2.99M in Q1 2014.
43 funds tracked by Wall St. Rank held ProShares Ultra Russell2000 as of Q3 2025.

Based on Prospera Financial Services's 13F filing for Q3 2025, filed 6 Nov 2025.