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Tactive Advisors’s ProShares Ultra Russell2000 UWM Stock Holding History

Tactive Advisors’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
Q1 		– Sell
-36,065
Closed -$1.37M – 145
2023
Q4 		$1.37M Buy
36,065
+10,002
+38% +$308K 0.88% 26
2023
Q3 		$788K Sell
26,063
-10,780
-29% -$370K 0.68% 23
2023
Q2 		$1.27M Buy
36,843
+8,077
+28% +$254K 0.97% 21
2023
Q1 		$915K Buy
28,766
+14,717
+105% +$505K 0.68% 23
2022
Q4 		$437K Buy
+14,049
New +$462K 0.29% 33

Other funds holding UWM

CFIM
Client First Investment Management West Bend, Wisconsin $237M AUM 90.28% 1-Year Est. Return
RAM
Revere Asset Management Dallas, Texas $195M AUM 80.44% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
CG
Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return
CICI
Capital Investment Counsel Inc Raleigh, North Carolina $816M AUM 34.73% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
CCP
Clarity Capital Partners Newport Beach, California $280M AUM 25.04% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Tactive Advisors's UWM Position: Q1 2024 in Review

Tactive Advisors sold out of ProShares Ultra Russell2000 (UWM) in Q1 2024, closing a stake of 36,065 shares — an estimated $1.37M sold.

Tactive Advisors first reported a position in UWM in Q4 2022 and held it in 5 quarters. The position peaked at $1.37M in Q4 2023. 35 funds tracked by Wall St. Rank hold UWM as of Q1 2024.

  • Tactive Advisors reported no remaining ProShares Ultra Russell2000 position as of Q1 2024 after selling out during the quarter.
  • Tactive Advisors sold 36,065 ProShares Ultra Russell2000 shares in Q1 2024, an estimated $1.37M.
  • Tactive Advisors first reported a position in ProShares Ultra Russell2000 in Q4 2022 and held it in 5 quarters.
  • Tactive Advisors's ProShares Ultra Russell2000 position peaked at $1.37M in Q4 2023.
  • 35 funds tracked by Wall St. Rank held ProShares Ultra Russell2000 as of Q1 2024.

Based on Tactive Advisors's 13F filing for Q1 2024, filed 4 Jun 2024.