Prospera Financial Services’s UWM Holdings UWMC Stock Holding History

Prospera Financial Services’s Portfolio UWMC Stock Details UWMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$224K	Sell	97,821 -9,250	-9%	-$28.7K	﹤0.01%	1355
2026 Q1	$388K	Buy	107,071 +29,935	+39%	+$138K	0.01%	1103
2025 Q4	$338K	Buy	+77,136	New	+$415K	0.01%	1098
2022 Q2	–	Sell	-3,174	Closed	-$14K	–	2571
2022 Q1	$14K	Buy	+3,174	New	+$15.3K	﹤0.01%	1899

Other funds holding UWMC

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

Pacific Capital Wealth Advisors Corona, California $663M AUM 14.61% 1-Year Est. Return

FNY Investment Advisers New York $277M AUM 98.95% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Taylor & Morgan Wealth Management Flint, Michigan $203M AUM 24.74% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return

Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return