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Demars Financial Group’s ProShares Short Russell2000 RWM Stock Holding History

Demars Financial Group’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
2024
Q1 		– Sell
-21,347
Closed -$450K – 79
2023
Q4 		$450K Sell
21,347
-598
-3% -$14.4K 0.24% 46
2023
Q3 		$531K Buy
+21,945
New +$503K 0.3% 46

Other funds holding RWM

LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
FCM
Fourpath Capital Management Oklahoma City, Oklahoma $697M AUM 29.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
LNWWM
Laird Norton Wetherby Wealth Management San Francisco, California $2.45B AUM
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Demars Financial Group's RWM Position: Q1 2024 in Review

Demars Financial Group sold out of ProShares Short Russell2000 (RWM) in Q1 2024, closing a stake of 21,347 shares — an estimated $450K sold.

Demars Financial Group first reported a position in RWM in Q3 2023 and held it in 2 quarters. The position peaked at $531K in Q3 2023. 48 funds tracked by Wall St. Rank hold RWM as of Q1 2024.

  • Demars Financial Group reported no remaining ProShares Short Russell2000 position as of Q1 2024 after selling out during the quarter.
  • Demars Financial Group sold 21,347 ProShares Short Russell2000 shares in Q1 2024, an estimated $450K.
  • Demars Financial Group first reported a position in ProShares Short Russell2000 in Q3 2023 and held it in 2 quarters.
  • Demars Financial Group's ProShares Short Russell2000 position peaked at $531K in Q3 2023.
  • 48 funds tracked by Wall St. Rank held ProShares Short Russell2000 as of Q1 2024.

Based on Demars Financial Group's 13F filing for Q1 2024, filed 24 Apr 2024.