Envestnet Asset Management’s ProShares Short Russell2000 RWM Stock Holding History

Envestnet Asset 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	$1.28M	Buy	96,244 +465	+0.5%	+$6.68K	﹤0.01%	3467
2026 Q1	$1.55M	Sell	95,779 -3,238	-3%	-$50.8K	﹤0.01%	3178
2025 Q4	$1.62M	Buy	99,017 +28,154	+40%	+$466K	﹤0.01%	2984
2025 Q3	$1.19M	Sell	70,863 -129	-0.2%	-$2.3K	﹤0.01%	3230
2025 Q2	$1.34M	Sell	70,992 -2,931	-4%	-$59.8K	﹤0.01%	3088
2025 Q1	$1.53M	Buy	73,923 +17,940	+32%	+$345K	﹤0.01%	2905
2024 Q4	$1.05M	Sell	55,983 -733	-1%	-$13.5K	﹤0.01%	3142
2024 Q3	$1.07M	Sell	56,716 -15,751	-22%	-$312K	﹤0.01%	3097
2024 Q2	$1.51M	Sell	72,467 -54	-0.1%	-$1.14K	﹤0.01%	2761
2024 Q1	$1.45M	Sell	72,521 -1,106	-2%	-$23.6K	﹤0.01%	2780
2023 Q4	$1.55M	Sell	73,627 -6,120	-8%	-$147K	﹤0.01%	2627
2023 Q3	$1.93M	Buy	+79,747	New	+$1.83M	﹤0.01%	2393
2021 Q3	–	Sell	-12,660	Closed	-$265K	–	3748
2021 Q2	$265K	Sell	12,660 -23,762	-65%	-$512K	﹤0.01%	3360
2021 Q1	$803K	Buy	+36,422	New	+$825K	﹤0.01%	2560
2020 Q3	–	Sell	-5,853	Closed	-$212K	–	3174
2020 Q2	$212K	Buy	+5,853	New	+$239K	﹤0.01%	2851
2019 Q4	–	Sell	-10,134	Closed	-$412K	–	3147
2019 Q3	$412K	Buy	10,134 +892	+10%	+$36.2K	﹤0.01%	2478
2019 Q2	$368K	Sell	9,242 -7,496	-45%	-$303K	﹤0.01%	2542
2019 Q1	$681K	Buy	+16,738	New	+$698K	﹤0.01%	2143
2017 Q3	–	Sell	-562	Closed	-$26K	–	3015
2017 Q2	$26K	Buy	+562	New	+$26.6K	﹤0.01%	2539
2016 Q2	–	Sell	-1,121	Closed	-$70K	–	3133
2016 Q1	$70K	Buy	+1,121	New	+$75.2K	﹤0.01%	2577
2015 Q1	–	Sell	-1,290	Closed	-$80K	–	2347
2014 Q4	$80K	Sell	1,290 -2,063	-62%	-$135K	﹤0.01%	1243
2014 Q3	$230K	Buy	3,353 +2,752	+458%	+$182K	﹤0.01%	1046
2014 Q2	$39K	Buy	601 +99	+20%	+$6.67K	﹤0.01%	1532
2014 Q1	$33K	Buy	502 +273	+119%	+$18.4K	﹤0.01%	1508
2013 Q4	$15K	Buy	229 +80	+54%	+$5.69K	﹤0.01%	1600
2013 Q3	$11K	Buy	+149	New	+$11.4K	﹤0.01%	1682

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

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

Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return

Envestnet Asset Management's RWM Position: Q2 2026 in Review

Envestnet Asset Management increased its ProShares Short Russell2000 (RWM) stake by 0.49% in Q2 2026, buying an estimated $6.68K and bringing the position to 96,244 shares worth $1.28M. The position accounts for ﹤0.01% of the portfolio, ranked #3467.

Envestnet Asset Management first reported a position in RWM in Q3 2013 and has held it in 26 quarters since. The position peaked at $1.93M in Q3 2023. 39 funds tracked by Wall St. Rank hold RWM as of Q2 2026.

Envestnet Asset Management held 96,244 shares of ProShares Short Russell2000 worth $1.28M as of Q2 2026.
Envestnet Asset Management bought 465 ProShares Short Russell2000 shares in Q2 2026, an estimated $6.68K.
ProShares Short Russell2000 made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3467 holding.
Envestnet Asset Management first reported a position in ProShares Short Russell2000 in Q3 2013 and has held it in 26 quarters since.
Envestnet Asset Management's ProShares Short Russell2000 position peaked at $1.93M in Q3 2023.
39 funds tracked by Wall St. Rank held ProShares Short Russell2000 as of Q2 2026.

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