SWM
UWM icon

Spire Wealth Management’s ProShares Ultra Russell2000 UWM Stock Holding History

Spire Wealth Management’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
2022
Q2 		– Sell
-375
Closed -$17K – 2838
2022
Q1 		$17K Buy
+375
New +$17.3K ﹤0.01% 1882

Other funds holding UWM

TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
WWM
Windsor Wealth Management Indianapolis, Indiana $546M AUM 16.47% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $938M AUM 29.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CICI
Capital Investment Counsel Inc Raleigh, North Carolina $816M AUM 34.73% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Spire Wealth Management's UWM Position: Q2 2022 in Review

Spire Wealth Management sold out of ProShares Ultra Russell2000 (UWM) in Q2 2022, closing a stake of 375 shares — an estimated $17K sold.

Spire Wealth Management first reported a position in UWM in Q1 2022 and held it in 1 quarter. The position peaked at $17K in Q1 2022. 39 funds tracked by Wall St. Rank hold UWM as of Q2 2022.

  • Spire Wealth Management reported no remaining ProShares Ultra Russell2000 position as of Q2 2022 after selling out during the quarter.
  • Spire Wealth Management sold 375 ProShares Ultra Russell2000 shares in Q2 2022, an estimated $17K.
  • Spire Wealth Management first reported a position in ProShares Ultra Russell2000 in Q1 2022 and held it in 1 quarter.
  • Spire Wealth Management's ProShares Ultra Russell2000 position peaked at $17K in Q1 2022.
  • 39 funds tracked by Wall St. Rank held ProShares Ultra Russell2000 as of Q2 2022.

Based on Spire Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.