Tempus Wealth Planning
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Tempus Wealth Planning’s ProShares Ultra Russell2000 UWM Stock Holding History

Tempus Wealth Planning’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
2026
Q3 		$1.46M Sell
25,766
-7,491
-23% -$478K 0.28% 100
2026
Q2 		$2.24M Buy
+33,257
New +$1.98M 0.44% 60

Other funds holding UWM

Toth Financial Advisory
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Genesee Capital Advisors
Genesee Capital Advisors Auburn, New York $318M AUM 26.07% 1-Year Est. Return
Capital Investment Counsel Inc
Capital Investment Counsel Inc Raleigh, North Carolina $935M AUM 42.84% 1-Year Est. Return
Fedenia Advisers
Fedenia Advisers Madison, Wisconsin $425M AUM 89.76% 1-Year Est. Return
Dedeker Financial
Dedeker Financial St. Louis Park, Minnesota $176M AUM 129.41% 1-Year Est. Return
Silverleafe Capital Partners
Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Tempus Wealth Planning's UWM Position: Q3 2026 in Review

Tempus Wealth Planning reduced its ProShares Ultra Russell2000 (UWM) stake by 23% in Q3 2026, selling an estimated $478K and leaving 25,766 shares worth $1.46M. The position accounts for 0.28% of the portfolio, ranked #100.

Tempus Wealth Planning first reported a position in UWM in Q2 2026 and has held it in 2 quarters since. The position peaked at $2.24M in Q2 2026. 9 funds tracked by Wall St. Rank hold UWM as of Q3 2026.

  • Tempus Wealth Planning held 25,766 shares of ProShares Ultra Russell2000 worth $1.46M as of Q3 2026.
  • Tempus Wealth Planning sold 7,491 ProShares Ultra Russell2000 shares in Q3 2026, an estimated $478K.
  • ProShares Ultra Russell2000 made up 0.28% of Tempus Wealth Planning's portfolio in Q3 2026, its #100 holding.
  • Tempus Wealth Planning first reported a position in ProShares Ultra Russell2000 in Q2 2026 and has held it in 2 quarters since.
  • Tempus Wealth Planning's ProShares Ultra Russell2000 position peaked at $2.24M in Q2 2026.
  • 9 funds tracked by Wall St. Rank held ProShares Ultra Russell2000 as of Q3 2026.

Based on Tempus Wealth Planning's 13F filing for Q3 2026, filed 14 Oct 2026.