UWM β€” PROSHARES TR

Ownership history in Orion Porfolio Solutions, LLC  Β·  2 quarters on record

This page tracks every 13F SEC filing in which Orion Porfolio Solutions, LLC reported a position in PROSHARES TR (UWM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

% of Fund (quarterly)    UWM price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 9,822 -1,858 -15.9% 0.00% $455K $46.18
2025 Q2 INITIATED 11,680 β€” β€” 0.00% $440K $37.36

🏒 Other funds also holding UWM

As of 2025 Q4 β€” sorted by position size

CROWLEY WEALTH MANAGEMENT, INC. 2.63% TOTH FINANCIAL ADVISORY CORP 3Y 7Y 0.43% Legacy Wealth Partners, LLC 0.35% Forefront Analytics, LLC 3Y 7Y 0.33% Capital Investment Counsel, Inc 3Y 7Y 0.28% BARD ASSOCIATES INC 3Y 7Y 0.19% Capital Investment Advisory Services, LLC 3Y 7Y 0.13% Massar Capital Management, LP 0.09% Harvest Investment Services, LLC 3Y 7Y 0.07% Silverleafe Capital Partners, LLC 3Y 7Y 0.07%
← Back to Orion Porfolio Solutions, LLC Holdings