Wealthcare Advisory Partners
UWM icon

Wealthcare Advisory Partners’s ProShares Ultra Russell2000 UWM Stock Holding History

Wealthcare Advisory Partners’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
2026
Q3 		$3.82M Hold
67,410
– – 0.06% 249
2026
Q2 		$4.53M Sell
67,410
-670
-1% -$39.8K 0.09% 189
2026
Q1 		$3.18M Hold
68,080
– – 0.06% 263
2025
Q4 		$3.2M Buy
+68,080
New +$3.22M 0.06% 260

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Tempus Wealth Planning
Tempus Wealth Planning Irvine, California $522M AUM 17.46% 1-Year Est. Return
Capital Investment Counsel Inc
Capital Investment Counsel Inc Raleigh, North Carolina $935M AUM 42.84% 1-Year Est. Return
Global View Capital Management
Global View Capital Management Waukesha, Wisconsin $449M AUM 34.17% 1-Year Est. Return
Fedenia Advisers
Fedenia Advisers Madison, Wisconsin $425M AUM 89.76% 1-Year Est. Return
Dedeker Financial
Dedeker Financial St. Louis Park, Minnesota $176M AUM 129.41% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
Verdence Capital Advisors
Verdence Capital Advisors Hunt Valley, Maryland $2.35B AUM 27.25% 1-Year Est. Return

Wealthcare Advisory Partners's UWM Position: Q3 2026 in Review

Wealthcare Advisory Partners held its ProShares Ultra Russell2000 (UWM) position steady in Q3 2026 at 67,410 shares worth $3.82M. The position accounts for 0.06% of the portfolio, ranked #249.

Wealthcare Advisory Partners first reported a position in UWM in Q4 2025 and has held it in 4 quarters since. The position peaked at $4.53M in Q2 2026. 19 funds tracked by Wall St. Rank hold UWM as of Q3 2026.

  • Wealthcare Advisory Partners held 67,410 shares of ProShares Ultra Russell2000 worth $3.82M as of Q3 2026.
  • Wealthcare Advisory Partners left its ProShares Ultra Russell2000 share count unchanged in Q3 2026.
  • ProShares Ultra Russell2000 made up 0.06% of Wealthcare Advisory Partners's portfolio in Q3 2026, its #249 holding.
  • Wealthcare Advisory Partners first reported a position in ProShares Ultra Russell2000 in Q4 2025 and has held it in 4 quarters since.
  • Wealthcare Advisory Partners's ProShares Ultra Russell2000 position peaked at $4.53M in Q2 2026.
  • 19 funds tracked by Wall St. Rank held ProShares Ultra Russell2000 as of Q3 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2026, filed 21 Oct 2026.