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Veracity Capital’s ProShares Ultra Russell2000 UWM Stock Holding History

Veracity Capital’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
-7,233
Closed -$242K – 254
2025
Q1 		$242K Sell
7,233
-9,099
-56% -$364K 0.09% 197
2024
Q4 		$683K Buy
+16,332
New +$739K 0.25% 92
2021
Q3 		– Sell
-15,247
Closed -$913K – 282
2021
Q2 		$913K Sell
15,247
-1,109
-7% -$63.9K 0.21% 98
2021
Q1 		$914K Buy
16,356
+1,952
+14% +$108K 0.42% 73
2020
Q4 		$645K Buy
+14,404
New +$519K 0.33% 95

Other funds holding UWM

Envestnet Asset Management
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
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
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
SW
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
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

Veracity Capital's UWM Position: Q2 2025 in Review

Veracity Capital sold out of ProShares Ultra Russell2000 (UWM) in Q2 2025, closing a stake of 7,233 shares — an estimated $242K sold.

Veracity Capital first reported a position in UWM in Q4 2020 and held it in 5 quarters. The position peaked at $914K in Q1 2021. 54 funds tracked by Wall St. Rank hold UWM as of Q2 2025.

  • Veracity Capital reported no remaining ProShares Ultra Russell2000 position as of Q2 2025 after selling out during the quarter.
  • Veracity Capital sold 7,233 ProShares Ultra Russell2000 shares in Q2 2025, an estimated $242K.
  • Veracity Capital first reported a position in ProShares Ultra Russell2000 in Q4 2020 and held it in 5 quarters.
  • Veracity Capital's ProShares Ultra Russell2000 position peaked at $914K in Q1 2021.
  • 54 funds tracked by Wall St. Rank held ProShares Ultra Russell2000 as of Q2 2025.

Based on Veracity Capital's 13F filing for Q2 2025, filed 9 Jul 2025.