Trust Company of Vermont’s ProShares Ultra Russell2000 UWM Stock Holding History

Trust Company of Vermont’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
2022 Q1	–	Sell	-40	Closed	-$2K	–	718
2021 Q4	$2K	Buy	+40	New	+$2.3K	﹤0.01%	781
2021 Q3	–	Sell	-40	Closed	-$2K	–	690
2021 Q2	$2K	Sell	40 -42	-51%	-$2.42K	﹤0.01%	755
2021 Q1	$5K	Buy	+82	New	+$4.52K	﹤0.01%	680

Other funds holding UWM

StoneX Group New York $1.86B AUM 21.3% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

IFWM

Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return

TRCT

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

HIS

Harvest Investment Services Oakbrook Terrace, Illinois $547M AUM 64.58% 1-Year Est. Return

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

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

CICI

Capital Investment Counsel Inc Raleigh, North Carolina $929M AUM 53.07% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Trust Company of Vermont's UWM Position: Q1 2022 in Review

Trust Company of Vermont sold out of ProShares Ultra Russell2000 (UWM) in Q1 2022, closing a stake of 40 shares — an estimated $2K sold.

Trust Company of Vermont first reported a position in UWM in Q1 2021 and held it in 3 quarters. The position peaked at $5K in Q1 2021. 45 funds tracked by Wall St. Rank hold UWM as of Q1 2022.

Trust Company of Vermont reported no remaining ProShares Ultra Russell2000 position as of Q1 2022 after selling out during the quarter.
Trust Company of Vermont sold 40 ProShares Ultra Russell2000 shares in Q1 2022, an estimated $2K.
Trust Company of Vermont first reported a position in ProShares Ultra Russell2000 in Q1 2021 and held it in 3 quarters.
Trust Company of Vermont's ProShares Ultra Russell2000 position peaked at $5K in Q1 2021.
45 funds tracked by Wall St. Rank held ProShares Ultra Russell2000 as of Q1 2022.

Based on Trust Company of Vermont's 13F filing for Q1 2022, filed 5 Apr 2022.