Deane Retirement Strategies’s ProShares Short Russell2000 RWM Stock Holding History

Deane Retirement Strategies’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
2023 Q2	–	Sell	-144,270	Closed	-$3.46M	–	72
2023 Q1	$3.46M	Buy	144,270 +143,705	+25,435%	+$3.36M	1.91%	15
2022 Q4	$13.9K	Sell	565 -31,382	-98%	-$763K	0.01%	57
2022 Q3	$842K	Buy	+31,947	New	+$771K	0.52%	36
2020 Q3	–	Sell	-220,486	Closed	-$7.98M	–	71
2020 Q2	$7.98M	Buy	+220,486	New	+$9.01M	5.82%	5

Other funds holding RWM

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

Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return

TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return

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

AIA

Acute Investment Advisory Mesa, Arizona $8.91M AUM 4.28% 1-Year Est. Return

Vista Finance Clayton, Missouri $179M AUM 18.59% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

NKCFO LLC Geneva, Illinois $337M AUM 58.12% 1-Year Est. Return

Deane Retirement Strategies's RWM Position: Q2 2023 in Review

Deane Retirement Strategies sold out of ProShares Short Russell2000 (RWM) in Q2 2023, closing a stake of 144,270 shares — an estimated $3.46M sold.

Deane Retirement Strategies first reported a position in RWM in Q2 2020 and held it in 4 quarters. The position peaked at $7.98M in Q2 2020. 69 funds tracked by Wall St. Rank hold RWM as of Q2 2023.

Deane Retirement Strategies reported no remaining ProShares Short Russell2000 position as of Q2 2023 after selling out during the quarter.
Deane Retirement Strategies sold 144,270 ProShares Short Russell2000 shares in Q2 2023, an estimated $3.46M.
Deane Retirement Strategies first reported a position in ProShares Short Russell2000 in Q2 2020 and held it in 4 quarters.
Deane Retirement Strategies's ProShares Short Russell2000 position peaked at $7.98M in Q2 2020.
69 funds tracked by Wall St. Rank held ProShares Short Russell2000 as of Q2 2023.

Based on Deane Retirement Strategies's 13F filing for Q2 2023, filed 7 Jul 2023.