AE Wealth Management’s ProShares Short Russell2000 RWM Stock Holding History

AE Wealth Management’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
2026 Q2	$33.3K	Buy	2,504 +2,397	+2,240%	+$34.5K	﹤0.01%	2166
2026 Q1	$1.74K	Sell	107 -69	-39%	-$1.08K	﹤0.01%	2482
2025 Q4	$2.88K	Buy	+176	New	+$2.91K	﹤0.01%	2305
2023 Q4	–	Sell	-25,588	Closed	-$619K	–	2167
2023 Q3	$619K	Buy	25,588 +7,842	+44%	+$180K	﹤0.01%	1280
2023 Q2	$405K	Buy	+17,746	New	+$428K	﹤0.01%	1487
2020 Q2	–	Sell	-10,412	Closed	-$502K	–	1331
2020 Q1	$502K	Buy	+10,412	New	+$430K	0.01%	678

Other funds holding RWM

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AFS

AFG Fiduciary Services Hingham, Massachusetts $128M AUM 24.3% 1-Year Est. Return

PSCM

Per Stirling Capital Management Austin, Texas $1.05B AUM 22.61% 1-Year Est. Return

LNWTC

Laird Norton Wetherby Trust Company Seattle, Washington $5.21B AUM 31.48% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

AE Wealth Management's RWM Position: Q2 2026 in Review

AE Wealth Management increased its ProShares Short Russell2000 (RWM) stake by 2,240% in Q2 2026, buying an estimated $34.5K and bringing the position to 2,504 shares worth $33.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2166.

AE Wealth Management first reported a position in RWM in Q1 2020 and has held it in 6 quarters since. The position peaked at $619K in Q3 2023. 39 funds tracked by Wall St. Rank hold RWM as of Q2 2026.

AE Wealth Management held 2,504 shares of ProShares Short Russell2000 worth $33.3K as of Q2 2026.
AE Wealth Management bought 2,397 ProShares Short Russell2000 shares in Q2 2026, an estimated $34.5K.
ProShares Short Russell2000 made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2166 holding.
AE Wealth Management first reported a position in ProShares Short Russell2000 in Q1 2020 and has held it in 6 quarters since.
AE Wealth Management's ProShares Short Russell2000 position peaked at $619K in Q3 2023.
39 funds tracked by Wall St. Rank held ProShares Short Russell2000 as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.