Thurston Springer Miller Herd & Titak’s ProShares Ultra Russell2000 UWM Stock Holding History

Thurston Springer Miller Herd & Titak’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 Q2	$241K	Buy	+3,588	New	+$213K	0.09%	222
2026 Q1	–	Sell	-600	Closed	-$28.2K	–	1420
2025 Q4	$28.2K	Sell	600 -1,213	-67%	-$57.4K	0.01%	638
2025 Q3	$84K	Buy	1,813 +276	+18%	+$11.6K	0.17%	154
2025 Q2	$57.9K	Sell	1,537 -6,849	-82%	-$227K	0.01%	642
2025 Q1	$280K	Buy	8,386 +934	+13%	+$37.4K	0.05%	260
2024 Q4	$312K	Buy	7,452 +188	+3%	+$8.5K	0.06%	221
2024 Q3	$312K	Buy	+7,264	New	+$296K	0.09%	205

Other funds holding UWM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CFIM

Client First Investment Management West Bend, Wisconsin $237M AUM 90.26% 1-Year Est. Return

GVCM

Global View Capital Management Waukesha, Wisconsin $484M AUM 48.46% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

LWPC

Legacy Wealth Partners (Colorado) Lakewood, Colorado $445M AUM

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

TWP

Tempus Wealth Planning Irvine, California $511M AUM 28.39% 1-Year Est. Return

GCA

Genesee Capital Advisors Auburn, New York $317M AUM 35.41% 1-Year Est. Return

Thurston Springer Miller Herd & Titak's UWM Position: Q2 2026 in Review

Thurston Springer Miller Herd & Titak opened a new position in ProShares Ultra Russell2000 (UWM) in Q2 2026: 3,588 shares worth $241K. The stake represents 0.09% of the portfolio and ranks #222 among its holdings. This is a return to the name: Thurston Springer Miller Herd & Titak previously reported a position in UWM as recently as Q4 2025.

Thurston Springer Miller Herd & Titak first reported a position in UWM in Q3 2024 and has held it in 7 quarters since. The position peaked at $312K in Q4 2024. 44 funds tracked by Wall St. Rank hold UWM as of Q2 2026.

Thurston Springer Miller Herd & Titak held 3,588 shares of ProShares Ultra Russell2000 worth $241K as of Q2 2026.
ProShares Ultra Russell2000 was a new Thurston Springer Miller Herd & Titak position in Q2 2026.
ProShares Ultra Russell2000 made up 0.09% of Thurston Springer Miller Herd & Titak's portfolio in Q2 2026, its #222 holding.
Thurston Springer Miller Herd & Titak first reported a position in ProShares Ultra Russell2000 in Q3 2024 and has held it in 7 quarters since.
Thurston Springer Miller Herd & Titak's ProShares Ultra Russell2000 position peaked at $312K in Q4 2024.
44 funds tracked by Wall St. Rank held ProShares Ultra Russell2000 as of Q2 2026.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q2 2026, filed 8 Jul 2026.