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Guardian Wealth Management (Illinois)’s ProShares Short Real Estate REK Stock Holding History

Guardian Wealth Management (Illinois)’s Portfolio REK Stock Details REK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-10
Closed -$189 – 244
2024
Q2 		$189 Sell
10
-18
-64% -$352 ﹤0.01% 235
2024
Q1 		$517 Hold
28
– – ﹤0.01% 227
2023
Q4 		$511 Sell
28
-26
-48% -$542 ﹤0.01% 238
2023
Q3 		$1.18K Hold
54
– – ﹤0.01% 209
2023
Q2 		$1.07K Buy
+54
New +$1.1K ﹤0.01% 212

Other funds holding REK

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return
CAS
Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
TH
TCTC Holdings Dallas, Texas $3.51B AUM 30.71% 1-Year Est. Return

Guardian Wealth Management (Illinois)'s REK Position: Q3 2024 in Review

Guardian Wealth Management (Illinois) sold out of ProShares Short Real Estate (REK) in Q3 2024, closing a stake of 10 shares — an estimated $189 sold.

Guardian Wealth Management (Illinois) first reported a position in REK in Q2 2023 and held it in 5 quarters. The position peaked at $1.18K in Q3 2023. 12 funds tracked by Wall St. Rank hold REK as of Q3 2024.

  • Guardian Wealth Management (Illinois) reported no remaining ProShares Short Real Estate position as of Q3 2024 after selling out during the quarter.
  • Guardian Wealth Management (Illinois) sold 10 ProShares Short Real Estate shares in Q3 2024, an estimated $189.
  • Guardian Wealth Management (Illinois) first reported a position in ProShares Short Real Estate in Q2 2023 and held it in 5 quarters.
  • Guardian Wealth Management (Illinois)'s ProShares Short Real Estate position peaked at $1.18K in Q3 2023.
  • 12 funds tracked by Wall St. Rank held ProShares Short Real Estate as of Q3 2024.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q3 2024, filed 15 Nov 2024.