Founders Financial Securities’s ProShares Short Russell2000 RWM Stock Holding History

Founders Financial Securities’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 Q3	–	Sell	-74,887	Closed	-$1.71M	–	349
2023 Q2	$1.71M	Buy	74,887 +1,276	+2%	+$30.8K	0.23%	90
2023 Q1	$1.76M	Buy	73,611 +3,475	+5%	+$81.3K	0.25%	81
2022 Q4	$1.73M	Buy	+70,136	New	+$1.71M	0.27%	79
2022 Q3	–	Sell	-51,572	Closed	-$1.34M	–	315
2022 Q2	$1.34M	Buy	+51,572	New	+$1.26M	0.26%	78

Other funds holding RWM

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

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

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

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

AIA

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

FCM

Fourpath Capital Management Oklahoma City, Oklahoma $697M AUM 29.98% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Solstein Capital Menlo Park, California $244M AUM 29.05% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Founders Financial Securities's RWM Position: Q3 2023 in Review

Founders Financial Securities sold out of ProShares Short Russell2000 (RWM) in Q3 2023, closing a stake of 74,887 shares — an estimated $1.71M sold.

Founders Financial Securities first reported a position in RWM in Q2 2022 and held it in 4 quarters. The position peaked at $1.76M in Q1 2023. 64 funds tracked by Wall St. Rank hold RWM as of Q3 2023.

Founders Financial Securities reported no remaining ProShares Short Russell2000 position as of Q3 2023 after selling out during the quarter.
Founders Financial Securities sold 74,887 ProShares Short Russell2000 shares in Q3 2023, an estimated $1.71M.
Founders Financial Securities first reported a position in ProShares Short Russell2000 in Q2 2022 and held it in 4 quarters.
Founders Financial Securities's ProShares Short Russell2000 position peaked at $1.76M in Q1 2023.
64 funds tracked by Wall St. Rank held ProShares Short Russell2000 as of Q3 2023.

Based on Founders Financial Securities's 13F filing for Q3 2023, filed 17 Oct 2023.