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Sunbelt Securities’s ProShares Ultra Russell2000 UWM Stock Holding History

Sunbelt Securities’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
2024
Q4 		– Sell
-224
Closed -$9.62K – 1926
2024
Q3 		$9.62K Hold
224
– – ﹤0.01% 1297
2024
Q2 		$8.34K Hold
224
– – ﹤0.01% 1295
2024
Q1 		$9.15K Hold
224
– – ﹤0.01% 1256
2023
Q4 		$8.52K Hold
224
– – ﹤0.01% 1208
2023
Q3 		$6.77K Hold
224
– – ﹤0.01% 1242
2023
Q2 		$7.71K Buy
+224
New +$7.05K ﹤0.01% 1238

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
QC
Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Sunbelt Securities's UWM Position: Q4 2024 in Review

Sunbelt Securities sold out of ProShares Ultra Russell2000 (UWM) in Q4 2024, closing a stake of 224 shares — an estimated $9.62K sold.

Sunbelt Securities first reported a position in UWM in Q2 2023 and held it in 6 quarters. The position peaked at $9.62K in Q3 2024. 68 funds tracked by Wall St. Rank hold UWM as of Q4 2024.

  • Sunbelt Securities reported no remaining ProShares Ultra Russell2000 position as of Q4 2024 after selling out during the quarter.
  • Sunbelt Securities sold 224 ProShares Ultra Russell2000 shares in Q4 2024, an estimated $9.62K.
  • Sunbelt Securities first reported a position in ProShares Ultra Russell2000 in Q2 2023 and held it in 6 quarters.
  • Sunbelt Securities's ProShares Ultra Russell2000 position peaked at $9.62K in Q3 2024.
  • 68 funds tracked by Wall St. Rank held ProShares Ultra Russell2000 as of Q4 2024.

Based on Sunbelt Securities's 13F filing for Q4 2024, filed 18 Feb 2025.