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Toth Financial Advisory’s ProShares Ultra Russell2000 UWM Stock Holding History

Toth Financial Advisory’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 		$6.19M Buy
92,077
+3,376
+4% +$201K 0.6% 63
2026
Q1 		$4.14M Buy
88,701
+5,269
+6% +$269K 0.45% 75
2025
Q4 		$3.92M Buy
83,432
+13,909
+20% +$658K 0.43% 78
2025
Q3 		$3.22M Buy
69,523
+11,394
+20% +$481K 0.35% 86
2025
Q2 		$2.19M Buy
58,129
+6,304
+12% +$209K 0.26% 97
2025
Q1 		$1.73M Sell
51,825
-13,150
-20% -$527K 0.21% 100
2024
Q4 		$2.72M Buy
64,975
+19,373
+42% +$876K 0.32% 94
2024
Q3 		$1.96M Buy
45,602
+15,488
+51% +$631K 0.23% 102
2024
Q2 		$1.12M Buy
30,114
+5,937
+25% +$221K 0.14% 114
2024
Q1 		$987K Buy
24,177
+3,725
+18% +$138K 0.12% 125
2023
Q4 		$778K Buy
20,452
+5,357
+35% +$165K 0.11% 135
2023
Q3 		$456K Buy
15,095
+3,338
+28% +$115K 0.07% 154
2023
Q2 		$404K Buy
11,757
+610
+5% +$19.2K 0.06% 153
2023
Q1 		$355K Buy
11,147
+5,511
+98% +$189K 0.06% 159
2022
Q4 		$176K Buy
5,636
+3,024
+116% +$99.4K 0.03% 193
2022
Q3 		$75K Buy
2,612
+1,135
+77% +$40.2K 0.01% 237
2022
Q2 		$46K Sell
1,477
-114
-7% -$4.23K 0.01% 279
2022
Q1 		$74K Hold
1,591
– – 0.01% 255
2021
Q4 		$88K Buy
1,591
+532
+50% +$30.6K 0.01% 245
2021
Q3 		$57K Sell
1,059
-19
-2% -$1.06K 0.01% 295
2021
Q2 		$65K Buy
1,078
+292
+37% +$16.8K 0.01% 265
2021
Q1 		$44K Buy
786
+592
+305% +$32.7K 0.01% 305
2020
Q4 		$9K Buy
194
+144
+288% +$5.19K ﹤0.01% 421
2020
Q3 		$1K Buy
+50
New +$1.33K ﹤0.01% 533

Other funds holding UWM

CFIM
Client First Investment Management West Bend, Wisconsin $237M AUM 90.28% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $367M AUM 37.49% 1-Year Est. Return
TSMHT
Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return

Toth Financial Advisory's UWM Position: Q2 2026 in Review

Toth Financial Advisory increased its ProShares Ultra Russell2000 (UWM) stake by 3.8% in Q2 2026, buying an estimated $201K and bringing the position to 92,077 shares worth $6.19M. The position accounts for 0.6% of the portfolio, ranked #63.

Toth Financial Advisory first reported a position in UWM in Q3 2020 and has held it in 24 quarters since. 6 funds tracked by Wall St. Rank hold UWM as of Q2 2026.

  • Toth Financial Advisory held 92,077 shares of ProShares Ultra Russell2000 worth $6.19M as of Q2 2026.
  • Toth Financial Advisory bought 3,376 ProShares Ultra Russell2000 shares in Q2 2026, an estimated $201K.
  • ProShares Ultra Russell2000 made up 0.6% of Toth Financial Advisory's portfolio in Q2 2026, its #63 holding.
  • Toth Financial Advisory first reported a position in ProShares Ultra Russell2000 in Q3 2020 and has held it in 24 quarters since.
  • 6 funds tracked by Wall St. Rank held ProShares Ultra Russell2000 as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.