Toth Financial Advisory’s ProShares Ultra Russell2000 UWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $5.51M | Buy |
97,217
+5,140
| +6% | +$328K | 0.55% | 62 |
|
|
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 | +$1.34K | ﹤0.01% | 533 |
|
Other funds holding UWM
Toth Financial Advisory's UWM Position: Q3 2026 in Review
Toth Financial Advisory increased its ProShares Ultra Russell2000 (UWM) stake by 5.6% in Q3 2026, buying an estimated $328K and bringing the position to 97,217 shares worth $5.51M. The position accounts for 0.55% of the portfolio, ranked #62.
Toth Financial Advisory first reported a position in UWM in Q3 2020 and has held it in 25 quarters since. The position peaked at $6.19M in Q2 2026. 3 funds tracked by Wall St. Rank hold UWM as of Q3 2026.
- Toth Financial Advisory held 97,217 shares of ProShares Ultra Russell2000 worth $5.51M as of Q3 2026.
- Toth Financial Advisory bought 5,140 ProShares Ultra Russell2000 shares in Q3 2026, an estimated $328K.
- ProShares Ultra Russell2000 made up 0.55% of Toth Financial Advisory's portfolio in Q3 2026, its #62 holding.
- Toth Financial Advisory first reported a position in ProShares Ultra Russell2000 in Q3 2020 and has held it in 25 quarters since.
- Toth Financial Advisory's ProShares Ultra Russell2000 position peaked at $6.19M in Q2 2026.
- 3 funds tracked by Wall St. Rank held ProShares Ultra Russell2000 as of Q3 2026.
Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.