SEC 13F Intelligence

Crowley Wealth Management, Inc. / UWM

Crowley Wealth Management, Inc.’s Proshares Tr Position

Does Crowley Wealth Management, Inc. own Proshares Tr (UWM)? Not currently — the last reported position was 71.4K shares worth $3M in Q3 2025; the fund’s latest 13F (Q4 2025) no longer reports it.

Position Value
$3M
Q3 2025
Shares
71.4K
% of Portfolio
+2.63%
Quarters Held
4
position exited

Position History UWM

Reported value by quarter
Q4 ’24: $3MQ4 ’24Q1 ’25: $2MQ1 ’25Q2 ’25: $3MQ2 ’25Q3 ’25: $3MQ3 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q3 202571.4K$3M+2.63%
Q2 202569.2K$3M+2.37%
Q1 202569.2K$2M+2.20%
Q4 202469.2K$3M+2.55%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Crowley Wealth Management, Inc.’s full portfolio or all institutional holders of UWM.