Acute Investment Advisory’s ProShares Short Russell2000 RWM Stock Holding History

Acute Investment Advisory’s Portfolio RWM Stock Details RWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-278,832	Closed	-$5.88M	–	12
2023 Q4	$5.88M	Sell	278,832 -13,596	-5%	-$327K	3.48%	8
2023 Q3	$7.08M	Sell	292,428 -71,636	-20%	-$1.64M	4.25%	8
2023 Q2	$8.31M	Buy	364,064 +29,962	+9%	+$722K	5%	5
2023 Q1	$8.01M	Buy	334,102 +38,110	+13%	+$892K	5.25%	3
2022 Q4	$7.28M	Buy	295,992 +211,149	+249%	+$5.13M	4.96%	7
2022 Q3	$2.24M	Buy	+84,843	New	+$2.05M	1.61%	17

Other funds holding RWM

Leuthold Group Minneapolis, Minnesota $995M AUM 44.2% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

FCM

Fourpath Capital Management Oklahoma City, Oklahoma $760M AUM 29.29% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return

LNWWM

Laird Norton Wetherby Wealth Management San Francisco, California $2.45B AUM

OPOWM

One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Acute Investment Advisory's RWM Position: Q1 2024 in Review

Acute Investment Advisory sold out of ProShares Short Russell2000 (RWM) in Q1 2024, closing a stake of 278,832 shares — an estimated $5.88M sold.

Acute Investment Advisory first reported a position in RWM in Q3 2022 and held it in 6 quarters. The position peaked at $8.31M in Q2 2023. 48 funds tracked by Wall St. Rank hold RWM as of Q1 2024.

Acute Investment Advisory reported no remaining ProShares Short Russell2000 position as of Q1 2024 after selling out during the quarter.
Acute Investment Advisory sold 278,832 ProShares Short Russell2000 shares in Q1 2024, an estimated $5.88M.
Acute Investment Advisory first reported a position in ProShares Short Russell2000 in Q3 2022 and held it in 6 quarters.
Acute Investment Advisory's ProShares Short Russell2000 position peaked at $8.31M in Q2 2023.
48 funds tracked by Wall St. Rank held ProShares Short Russell2000 as of Q1 2024.

Based on Acute Investment Advisory's 13F filing for Q1 2024, filed 25 Apr 2024.