WealthBridge Capital Management’s ProShares Ultra Russell2000 UWM Stock Holding History

WealthBridge Capital Management’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	-22,114	Closed	-$833K	–	220
2025 Q2	$833K	Buy	22,114 +1,719	+8%	+$56.9K	0.21%	87
2025 Q1	$682K	Buy	20,395 +2,133	+12%	+$85.4K	0.19%	92
2024 Q4	$764K	Buy	+18,262	New	+$826K	0.21%	81
2021 Q3	–	Sell	-17,936	Closed	-$1.07M	–	172
2021 Q2	$1.07M	Sell	17,936 -150	-0.8%	-$8.65K	0.39%	56
2021 Q1	$1.01M	Sell	18,086 -5,970	-25%	-$329K	0.41%	55
2020 Q4	$1.08M	Buy	+24,056	New	+$867K	0.47%	49

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 $929M AUM 53.07% 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 $1.62B AUM 27.01% 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

WealthBridge Capital Management's UWM Position: Q3 2025 in Review

WealthBridge Capital Management sold out of ProShares Ultra Russell2000 (UWM) in Q3 2025, closing a stake of 22,114 shares — an estimated $833K sold.

WealthBridge Capital Management first reported a position in UWM in Q4 2020 and held it in 6 quarters. The position peaked at $1.08M in Q4 2020. 43 funds tracked by Wall St. Rank hold UWM as of Q3 2025.

WealthBridge Capital Management reported no remaining ProShares Ultra Russell2000 position as of Q3 2025 after selling out during the quarter.
WealthBridge Capital Management sold 22,114 ProShares Ultra Russell2000 shares in Q3 2025, an estimated $833K.
WealthBridge Capital Management first reported a position in ProShares Ultra Russell2000 in Q4 2020 and held it in 6 quarters.
WealthBridge Capital Management's ProShares Ultra Russell2000 position peaked at $1.08M in Q4 2020.
43 funds tracked by Wall St. Rank held ProShares Ultra Russell2000 as of Q3 2025.

Based on WealthBridge Capital Management's 13F filing for Q3 2025, filed 7 Nov 2025.