AWM
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AE Wealth Management’s ProShares UltraShort FTSE Europe EPV Stock Holding History

AE Wealth Management’s Portfolio EPV Stock Details EPV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-5,011
Closed -$259K – 1941
2023
Q1 		$259K Buy
+5,011
New +$275K ﹤0.01% 1620

Other funds holding EPV

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EST
EA Series Trust Havertown, Pennsylvania $2.84B AUM
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $24B AUM 37.67% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
VAM
Verity Asset Management Durham, North Carolina $238M AUM 24.8% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AE Wealth Management's EPV Position: Q2 2023 in Review

AE Wealth Management sold out of ProShares UltraShort FTSE Europe (EPV) in Q2 2023, closing a stake of 5,011 shares — an estimated $259K sold.

AE Wealth Management first reported a position in EPV in Q1 2023 and held it in 1 quarter. The position peaked at $259K in Q1 2023. 16 funds tracked by Wall St. Rank hold EPV as of Q2 2023.

  • AE Wealth Management reported no remaining ProShares UltraShort FTSE Europe position as of Q2 2023 after selling out during the quarter.
  • AE Wealth Management sold 5,011 ProShares UltraShort FTSE Europe shares in Q2 2023, an estimated $259K.
  • AE Wealth Management first reported a position in ProShares UltraShort FTSE Europe in Q1 2023 and held it in 1 quarter.
  • AE Wealth Management's ProShares UltraShort FTSE Europe position peaked at $259K in Q1 2023.
  • 16 funds tracked by Wall St. Rank held ProShares UltraShort FTSE Europe as of Q2 2023.

Based on AE Wealth Management's 13F filing for Q2 2023, filed 10 Jul 2023.