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 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 $939M AUM 37.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

TSS

Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return

PSCM

Per Stirling Capital Management Austin, Texas $905M AUM 17.06% 1-Year Est. Return

LNWTC

Laird Norton Wetherby Trust Company Seattle, Washington $4.58B AUM 30.77% 1-Year Est. Return

AE Wealth Management's RWM Position: Q1 2026 in Review

AE Wealth Management reduced its ProShares Short Russell2000 (RWM) stake by 39% in Q1 2026, selling an estimated $1.08K and leaving 107 shares worth $1.74K. The position accounts for ﹤0.01% of the portfolio, ranked #2482.

AE Wealth Management first reported a position in RWM in Q1 2020 and has held it in 5 quarters since. The position peaked at $619K in Q3 2023. 43 funds tracked by Wall St. Rank hold RWM as of Q1 2026.

AE Wealth Management held 107 shares of ProShares Short Russell2000 worth $1.74K as of Q1 2026.
AE Wealth Management sold 69 ProShares Short Russell2000 shares in Q1 2026, an estimated $1.08K.
ProShares Short Russell2000 made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #2482 holding.
AE Wealth Management first reported a position in ProShares Short Russell2000 in Q1 2020 and has held it in 5 quarters since.
AE Wealth Management's ProShares Short Russell2000 position peaked at $619K in Q3 2023.
43 funds tracked by Wall St. Rank held ProShares Short Russell2000 as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.