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Sigma Planning Corp’s ProShares Ultra Russell2000 UWM Stock Holding History

Sigma Planning Corp’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
Q1 		– Sell
-5,384
Closed -$225K – 1287
2024
Q4 		$225K Buy
+5,384
New +$244K 0.01% 1040

Other funds holding UWM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PCS
Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
CWM
Crowley Wealth Management Wilmington, Delaware $126M AUM 23.04% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Sigma Planning Corp's UWM Position: Q1 2025 in Review

Sigma Planning Corp sold out of ProShares Ultra Russell2000 (UWM) in Q1 2025, closing a stake of 5,384 shares — an estimated $225K sold.

Sigma Planning Corp first reported a position in UWM in Q4 2024 and held it in 1 quarter. The position peaked at $225K in Q4 2024. 53 funds tracked by Wall St. Rank hold UWM as of Q1 2025.

  • Sigma Planning Corp reported no remaining ProShares Ultra Russell2000 position as of Q1 2025 after selling out during the quarter.
  • Sigma Planning Corp sold 5,384 ProShares Ultra Russell2000 shares in Q1 2025, an estimated $225K.
  • Sigma Planning Corp first reported a position in ProShares Ultra Russell2000 in Q4 2024 and held it in 1 quarter.
  • Sigma Planning Corp's ProShares Ultra Russell2000 position peaked at $225K in Q4 2024.
  • 53 funds tracked by Wall St. Rank held ProShares Ultra Russell2000 as of Q1 2025.

Based on Sigma Planning Corp's 13F filing for Q1 2025, filed 2 May 2025.