US Bancorp’s ProShares Ultra Russell2000 UWM Stock Holding History

US Bancorp’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 Q2	–	Sell	-5,341	Closed	-$179K	–	4323
2025 Q1	$179K	Hold	5,341	–	–	﹤0.01%	2073
2024 Q4	$224K	Buy	+5,341	New	+$242K	﹤0.01%	1973
2018 Q4	–	Sell	-180	Closed	-$8K	–	3704
2018 Q3	$8K	Buy	+180	New	+$7.64K	﹤0.01%	3208
2016 Q1	–	Sell	-256	Closed	-$5K	–	3662
2015 Q4	$5K	Buy	+256	New	+$5.31K	﹤0.01%	3253
2015 Q3	–	Sell	-456	Closed	-$11K	–	3681
2015 Q2	$11K	Buy	456 +44	+11%	+$1.08K	﹤0.01%	3123
2015 Q1	$10K	Buy	412 +188	+84%	+$4.3K	﹤0.01%	3133
2014 Q4	$5K	Sell	224 -576	-72%	-$11.9K	﹤0.01%	3287
2014 Q3	$15K	Sell	800 -4	-0.5%	-$83	﹤0.01%	2942
2014 Q2	$18K	Sell	804 -416	-34%	-$8.5K	﹤0.01%	2900
2014 Q1	$26K	Buy	+1,220	New	+$25.9K	﹤0.01%	2743
2013 Q3	–	Sell	-1,040	Closed	-$16K	–	3343
2013 Q2	$16K	Buy	+1,040	New	+$15.2K	﹤0.01%	2738

Other funds holding UWM

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

PCS

Personal CFO Solutions Chester, New Jersey $692M AUM 32% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

CWM

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

TFA

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

US Bancorp's UWM Position: Q2 2025 in Review

US Bancorp sold out of ProShares Ultra Russell2000 (UWM) in Q2 2025, closing a stake of 5,341 shares — an estimated $179K sold.

US Bancorp first reported a position in UWM in Q2 2013 and held it in 11 quarters. The position peaked at $224K in Q4 2024. 54 funds tracked by Wall St. Rank hold UWM as of Q2 2025.

US Bancorp reported no remaining ProShares Ultra Russell2000 position as of Q2 2025 after selling out during the quarter.
US Bancorp sold 5,341 ProShares Ultra Russell2000 shares in Q2 2025, an estimated $179K.
US Bancorp first reported a position in ProShares Ultra Russell2000 in Q2 2013 and held it in 11 quarters.
US Bancorp's ProShares Ultra Russell2000 position peaked at $224K in Q4 2024.
54 funds tracked by Wall St. Rank held ProShares Ultra Russell2000 as of Q2 2025.

Based on US Bancorp's 13F filing for Q2 2025, filed 24 Jul 2025.