Regal Investment Advisors’s ProShares Ultra Russell2000 UWM Stock Holding History

Regal Investment 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
2021 Q4	–	Sell	-4,222	Closed	-$228K	–	561
2021 Q3	$228K	Hold	4,222	–	–	0.02%	485
2021 Q2	$253K	Buy	+4,222	New	+$243K	0.03%	457
2015 Q1	–	Sell	-16	Closed	–	–	1046
2014 Q4	$0	Sell	16 -28	-64%	-$579	﹤0.01%	1001
2014 Q3	$1K	Buy	+44	New	+$913	﹤0.01%	922
2013 Q4	–	Sell	-8,760	Closed	-$160K	–	960
2013 Q3	$160K	Sell	8,760 -266,440	-97%	-$4.56M	0.09%	187
2013 Q2	$4.12M	Buy	+275,200	New	+$4.01M	2.28%	4

Other funds holding UWM

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

PFA

Plotkin Financial Advisors Chevy Chase, Maryland $199M AUM 19.26% 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

CWM

Centric Wealth Management Chicago, Illinois $501M AUM 15.27% 1-Year Est. Return

HIS

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

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

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

SCP

Silverleafe Capital Partners Germantown, Tennessee $367M AUM 37.49% 1-Year Est. Return

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

Regal Investment Advisors's UWM Position: Q4 2021 in Review

Regal Investment Advisors sold out of ProShares Ultra Russell2000 (UWM) in Q4 2021, closing a stake of 4,222 shares — an estimated $228K sold.

Regal Investment Advisors first reported a position in UWM in Q2 2013 and held it in 6 quarters. The position peaked at $4.12M in Q2 2013. 51 funds tracked by Wall St. Rank hold UWM as of Q4 2021.

Regal Investment Advisors reported no remaining ProShares Ultra Russell2000 position as of Q4 2021 after selling out during the quarter.
Regal Investment Advisors sold 4,222 ProShares Ultra Russell2000 shares in Q4 2021, an estimated $228K.
Regal Investment Advisors first reported a position in ProShares Ultra Russell2000 in Q2 2013 and held it in 6 quarters.
Regal Investment Advisors's ProShares Ultra Russell2000 position peaked at $4.12M in Q2 2013.
51 funds tracked by Wall St. Rank held ProShares Ultra Russell2000 as of Q4 2021.

Based on Regal Investment Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.