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Sound Income Strategies’s ProShares Ultra Russell2000 UWM Stock Holding History

Sound Income Strategies’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
2020
Q4 		– Sell
-92
Closed -$2K – 957
2020
Q3 		$2K Buy
+92
New +$2.46K ﹤0.01% 692
2020
Q1 		– Sell
-194
Closed -$7K – 889
2019
Q4 		$7K Buy
194
+146
+304% +$5.12K ﹤0.01% 409
2019
Q3 		$2K Buy
48
+2
+4% +$66 ﹤0.01% 553
2019
Q2 		$2K Buy
46
+4
+10% +$136 ﹤0.01% 568
2019
Q1 		$1K Sell
42
-338
-89% -$11K ﹤0.01% 639
2018
Q4 		$10K Buy
380
+22
+6% +$724 0.01% 336
2018
Q3 		$15K Buy
+358
New +$15.2K 0.01% 291

Other funds holding UWM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PCS
Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return
SL
SWMG LLC Fort Worth, Texas $424M AUM 23.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Sound Income Strategies's UWM Position: Q4 2020 in Review

Sound Income Strategies sold out of ProShares Ultra Russell2000 (UWM) in Q4 2020, closing a stake of 92 shares — an estimated $2K sold.

Sound Income Strategies first reported a position in UWM in Q3 2018 and held it in 7 quarters. The position peaked at $15K in Q3 2018. 61 funds tracked by Wall St. Rank hold UWM as of Q4 2020.

  • Sound Income Strategies reported no remaining ProShares Ultra Russell2000 position as of Q4 2020 after selling out during the quarter.
  • Sound Income Strategies sold 92 ProShares Ultra Russell2000 shares in Q4 2020, an estimated $2K.
  • Sound Income Strategies first reported a position in ProShares Ultra Russell2000 in Q3 2018 and held it in 7 quarters.
  • Sound Income Strategies's ProShares Ultra Russell2000 position peaked at $15K in Q3 2018.
  • 61 funds tracked by Wall St. Rank held ProShares Ultra Russell2000 as of Q4 2020.

Based on Sound Income Strategies's 13F filing for Q4 2020, filed 11 Jan 2021.