PWMAI
RWM icon

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s ProShares Short Russell2000 RWM Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
-7,572
Closed -$182K – 312
2023
Q1 		$182K Buy
+7,572
New +$177K 0.14% 84

Other funds holding RWM

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $995M AUM 44.2% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AIA
Acute Investment Advisory Mesa, Arizona $9.46M AUM 13.58% 1-Year Est. Return
VF
Vista Finance Clayton, Missouri $179M AUM 18.59% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
NL
NKCFO LLC Geneva, Illinois $337M AUM 58.12% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s RWM Position: Q2 2023 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of ProShares Short Russell2000 (RWM) in Q2 2023, closing a stake of 7,572 shares — an estimated $182K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in RWM in Q1 2023 and held it in 1 quarter. The position peaked at $182K in Q1 2023. 69 funds tracked by Wall St. Rank hold RWM as of Q2 2023.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining ProShares Short Russell2000 position as of Q2 2023 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 7,572 ProShares Short Russell2000 shares in Q2 2023, an estimated $182K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in ProShares Short Russell2000 in Q1 2023 and held it in 1 quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s ProShares Short Russell2000 position peaked at $182K in Q1 2023.
  • 69 funds tracked by Wall St. Rank held ProShares Short Russell2000 as of Q2 2023.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2023, filed 7 Aug 2026.