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Genesis Wealth Advisors’s ProShares Short 20+ Year Treasury ETF TBF Stock Holding History

Genesis Wealth Advisors’s Portfolio TBF Stock Details TBF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		$34.1K Hold
1,300
– – 0.03% 224
2015
Q1 		$30.7K Hold
1,300
– – 0.03% 247
2014
Q4 		$31.4K Buy
+1,300
New +$34.3K 0.02% 264

Other funds holding TBF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TCM
Tuttle Capital Management Riverside, Connecticut $60.8M AUM 17.47% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Genesis Wealth Advisors's TBF Position: Q2 2015 in Review

Genesis Wealth Advisors held its ProShares Short 20+ Year Treasury ETF (TBF) position steady in Q2 2015 at 1,300 shares worth $34.1K. The position accounts for 0.03% of the portfolio, ranked #224.

Genesis Wealth Advisors first reported a position in TBF in Q4 2014 and has held it in 3 quarters since. 78 funds tracked by Wall St. Rank hold TBF as of Q2 2015.

  • Genesis Wealth Advisors held 1,300 shares of ProShares Short 20+ Year Treasury ETF worth $34.1K as of Q2 2015.
  • Genesis Wealth Advisors left its ProShares Short 20+ Year Treasury ETF share count unchanged in Q2 2015.
  • ProShares Short 20+ Year Treasury ETF made up 0.03% of Genesis Wealth Advisors's portfolio in Q2 2015, its #224 holding.
  • Genesis Wealth Advisors first reported a position in ProShares Short 20+ Year Treasury ETF in Q4 2014 and has held it in 3 quarters since.
  • 78 funds tracked by Wall St. Rank held ProShares Short 20+ Year Treasury ETF as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.