Truist Financial’s ProShares Ultra Russell2000 UWM Stock Holding History

Truist Financial’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
2025 Q3	–	Sell	-5,898	Closed	-$222K	–	2795
2025 Q2	$222K	Buy	+5,898	New	+$195K	﹤0.01%	2372
2025 Q1	–	Sell	-27,145	Closed	-$1.37M	–	2662
2024 Q4	$1.37M	Buy	+27,145	New	+$1.23M	﹤0.01%	1414
2021 Q3	–	Sell	-157,661	Closed	-$9.44M	–	2828
2021 Q2	$9.44M	Buy	157,661 +43,139	+38%	+$2.49M	0.02%	653
2021 Q1	$6.4M	Sell	114,522 -13,022	-10%	-$718K	0.01%	754
2020 Q4	$5.71M	Buy	+127,544	New	+$4.6M	0.01%	766

Other funds holding UWM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CFIM

Client First Investment Management West Bend, Wisconsin $237M AUM 90.28% 1-Year Est. Return

CWM

Crowley Wealth Management Wilmington, Delaware $126M AUM 23.04% 1-Year Est. Return

TFA

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

CICI

Capital Investment Counsel Inc Raleigh, North Carolina $816M AUM 34.73% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.37B AUM 20.71% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Truist Financial's UWM Position: Q3 2025 in Review

Truist Financial sold out of ProShares Ultra Russell2000 (UWM) in Q3 2025, closing a stake of 5,898 shares — an estimated $222K sold.

Truist Financial first reported a position in UWM in Q4 2020 and held it in 5 quarters. The position peaked at $9.44M in Q2 2021. 43 funds tracked by Wall St. Rank hold UWM as of Q3 2025.

Truist Financial reported no remaining ProShares Ultra Russell2000 position as of Q3 2025 after selling out during the quarter.
Truist Financial sold 5,898 ProShares Ultra Russell2000 shares in Q3 2025, an estimated $222K.
Truist Financial first reported a position in ProShares Ultra Russell2000 in Q4 2020 and held it in 5 quarters.
Truist Financial's ProShares Ultra Russell2000 position peaked at $9.44M in Q2 2021.
43 funds tracked by Wall St. Rank held ProShares Ultra Russell2000 as of Q3 2025.

Based on Truist Financial's 13F filing for Q3 2025, filed 3 Nov 2025.