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Sowell Financial Services’s ProShares Ultra Russell2000 UWM Stock Holding History

Sowell Financial Services’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
Q3 		– Sell
-11,820
Closed -$707K – 556
2021
Q2 		$707K Sell
11,820
-57,314
-83% -$3.3M 0.05% 367
2021
Q1 		$3.92M Buy
69,134
+68,538
+11,500% +$3.78M 0.14% 145
2020
Q4 		$27K Buy
+596
New +$21.5K ﹤0.01% 1621

Other funds holding UWM

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
ACP
Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PFA
Plotkin Financial Advisors Chevy Chase, Maryland $199M AUM 19.26% 1-Year Est. Return
Citadel Advisors
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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
HIS
Harvest Investment Services Oakbrook Terrace, Illinois $547M AUM 64.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sowell Financial Services's UWM Position: Q3 2021 in Review

Sowell Financial Services sold out of ProShares Ultra Russell2000 (UWM) in Q3 2021, closing a stake of 11,820 shares — an estimated $707K sold.

Sowell Financial Services first reported a position in UWM in Q4 2020 and held it in 3 quarters. The position peaked at $3.92M in Q1 2021. 51 funds tracked by Wall St. Rank hold UWM as of Q3 2021.

  • Sowell Financial Services reported no remaining ProShares Ultra Russell2000 position as of Q3 2021 after selling out during the quarter.
  • Sowell Financial Services sold 11,820 ProShares Ultra Russell2000 shares in Q3 2021, an estimated $707K.
  • Sowell Financial Services first reported a position in ProShares Ultra Russell2000 in Q4 2020 and held it in 3 quarters.
  • Sowell Financial Services's ProShares Ultra Russell2000 position peaked at $3.92M in Q1 2021.
  • 51 funds tracked by Wall St. Rank held ProShares Ultra Russell2000 as of Q3 2021.

Based on Sowell Financial Services's 13F filing for Q3 2021, filed 4 Nov 2021.