SW
UWM icon

Simplicity Wealth’s ProShares Ultra Russell2000 UWM Stock Holding History

Simplicity Wealth’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
Q1 		– Sell
-8,015
Closed -$377K – 794
2025
Q4 		$377K Sell
8,015
-3
-0% -$142 0.02% 499
2025
Q3 		$372K Sell
8,018
-110,592
-93% -$4.66M 0.02% 512
2025
Q2 		$4.47M Buy
118,610
+16,699
+16% +$553K 0.19% 121
2025
Q1 		$3.41M Buy
101,911
+11,339
+13% +$454K 0.26% 93
2024
Q4 		$3.79M Buy
+90,572
New +$4.1M 0.79% 25

Other funds holding UWM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
GVCM
Global View Capital Management Waukesha, Wisconsin $484M AUM 48.46% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
DF
Dedeker Financial St. Louis Park, Minnesota $115M AUM
CICI
Capital Investment Counsel Inc Raleigh, North Carolina $929M AUM 53.07% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

Simplicity Wealth's UWM Position: Q1 2026 in Review

Simplicity Wealth sold out of ProShares Ultra Russell2000 (UWM) in Q1 2026, closing a stake of 8,015 shares — an estimated $377K sold.

Simplicity Wealth first reported a position in UWM in Q4 2024 and held it in 5 quarters. The position peaked at $4.47M in Q2 2025. 42 funds tracked by Wall St. Rank hold UWM as of Q1 2026.

  • Simplicity Wealth reported no remaining ProShares Ultra Russell2000 position as of Q1 2026 after selling out during the quarter.
  • Simplicity Wealth sold 8,015 ProShares Ultra Russell2000 shares in Q1 2026, an estimated $377K.
  • Simplicity Wealth first reported a position in ProShares Ultra Russell2000 in Q4 2024 and held it in 5 quarters.
  • Simplicity Wealth's ProShares Ultra Russell2000 position peaked at $4.47M in Q2 2025.
  • 42 funds tracked by Wall St. Rank held ProShares Ultra Russell2000 as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.