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Evoke Wealth’s ProShares UltraShort Real Estate SRS Stock Holding History

Evoke Wealth’s Portfolio SRS Stock Details SRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-2,489
Closed -$207K – 1042
2022
Q3 		$207K Buy
+2,489
New +$160K 0.01% 316

Other funds holding SRS

SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
SLF
Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CG
Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return

Evoke Wealth's SRS Position: Q4 2022 in Review

Evoke Wealth sold out of ProShares UltraShort Real Estate (SRS) in Q4 2022, closing a stake of 2,489 shares — an estimated $207K sold.

Evoke Wealth first reported a position in SRS in Q3 2022 and held it in 1 quarter. The position peaked at $207K in Q3 2022. 16 funds tracked by Wall St. Rank hold SRS as of Q4 2022.

  • Evoke Wealth reported no remaining ProShares UltraShort Real Estate position as of Q4 2022 after selling out during the quarter.
  • Evoke Wealth sold 2,489 ProShares UltraShort Real Estate shares in Q4 2022, an estimated $207K.
  • Evoke Wealth first reported a position in ProShares UltraShort Real Estate in Q3 2022 and held it in 1 quarter.
  • Evoke Wealth's ProShares UltraShort Real Estate position peaked at $207K in Q3 2022.
  • 16 funds tracked by Wall St. Rank held ProShares UltraShort Real Estate as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.