BRWA
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B. Riley Wealth Advisors’s ProShares UltraShort Russell2000 TWM Stock Holding History

B. Riley Wealth Advisors’s Portfolio TWM Stock Details TWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-19,400
Closed -$1.61M – 1617
2022
Q4 		$1.61M Buy
+19,400
New +$1.59M 0.05% 398

Other funds holding TWM

BZWA
Blue Zone Wealth Advisors Los Angeles, California $573M AUM 22.86% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
MWM
Meridian Wealth Management Lexington, Kentucky $2.85B AUM 31.23% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
AG
Appleton Group Appleton, Wisconsin $28.6M AUM 32.21% 1-Year Est. Return

B. Riley Wealth Advisors's TWM Position: Q1 2023 in Review

B. Riley Wealth Advisors sold out of ProShares UltraShort Russell2000 (TWM) in Q1 2023, closing a stake of 19,400 shares — an estimated $1.61M sold.

B. Riley Wealth Advisors first reported a position in TWM in Q4 2022 and held it in 1 quarter. The position peaked at $1.61M in Q4 2022. 23 funds tracked by Wall St. Rank hold TWM as of Q1 2023.

  • B. Riley Wealth Advisors reported no remaining ProShares UltraShort Russell2000 position as of Q1 2023 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 19,400 ProShares UltraShort Russell2000 shares in Q1 2023, an estimated $1.61M.
  • B. Riley Wealth Advisors first reported a position in ProShares UltraShort Russell2000 in Q4 2022 and held it in 1 quarter.
  • B. Riley Wealth Advisors's ProShares UltraShort Russell2000 position peaked at $1.61M in Q4 2022.
  • 23 funds tracked by Wall St. Rank held ProShares UltraShort Russell2000 as of Q1 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2023, filed 17 May 2023.