XF
UWM icon

XML Financial’s ProShares Ultra Russell2000 UWM Stock Holding History

XML Financial’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
2020
Q1 		– Sell
-6,332
Closed -$244K – 197
2019
Q4 		$244K Buy
+6,332
New +$222K 0.09% 150

Other funds holding UWM

Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Tower Research Capital (TRC)
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
Flow Traders U.S.
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return
FA
Forefront Analytics West Conshohocken, Pennsylvania $92M AUM 25.18% 1-Year Est. Return
CICI
Capital Investment Counsel Inc Raleigh, North Carolina $929M AUM 53.07% 1-Year Est. Return
CC
Cedar Capital Barrington, Illinois $54.9M AUM 33.3% 1-Year Est. Return

XML Financial's UWM Position: Q1 2020 in Review

XML Financial sold out of ProShares Ultra Russell2000 (UWM) in Q1 2020, closing a stake of 6,332 shares — an estimated $244K sold.

XML Financial first reported a position in UWM in Q4 2019 and held it in 1 quarter. The position peaked at $244K in Q4 2019. 24 funds tracked by Wall St. Rank hold UWM as of Q1 2020.

  • XML Financial reported no remaining ProShares Ultra Russell2000 position as of Q1 2020 after selling out during the quarter.
  • XML Financial sold 6,332 ProShares Ultra Russell2000 shares in Q1 2020, an estimated $244K.
  • XML Financial first reported a position in ProShares Ultra Russell2000 in Q4 2019 and held it in 1 quarter.
  • XML Financial's ProShares Ultra Russell2000 position peaked at $244K in Q4 2019.
  • 24 funds tracked by Wall St. Rank held ProShares Ultra Russell2000 as of Q1 2020.

Based on XML Financial's 13F filing for Q1 2020, filed 8 May 2020.