IFP Advisors’s ProShares UltraShort Russell2000 TWM Stock Holding History

IFP Advisors’s Portfolio TWM Stock Details TWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-160	Closed	-$13.5K	–	3572
2023 Q1	$13.5K	Buy	+160	New	+$11.9K	﹤0.01%	2177
2022 Q4	–	Sell	-480	Closed	-$41K	–	4845
2022 Q3	$41K	Buy	+480	New	+$39.8K	﹤0.01%	2530
2019 Q1	–	Sell	-1	Closed	–	–	3383
2018 Q4	$0	Hold	1	–	–	﹤0.01%	3861
2018 Q3	$0	Hold	1	–	–	﹤0.01%	4025
2018 Q2	$0	Buy	+1	New	+$309	﹤0.01%	4056
2016 Q4	–	Sell	-250	Closed	-$144K	–	4137
2016 Q3	$144K	Hold	250	–	–	0.01%	1161
2016 Q2	$175K	Buy	+250	New	+$185K	0.01%	1037

Other funds holding TWM

BZWA

Blue Zone Wealth Advisors Los Angeles, California $573M AUM 22.86% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

MWM

Meridian Wealth Management Lexington, Kentucky $2.85B AUM 31.23% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

HIM

Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return

Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return

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

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

Headlands Technologies Chicago, Illinois $878M AUM 44.8% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

IFP Advisors's TWM Position: Q2 2023 in Review

IFP Advisors sold out of ProShares UltraShort Russell2000 (TWM) in Q2 2023, closing a stake of 160 shares — an estimated $13.5K sold.

IFP Advisors first reported a position in TWM in Q2 2016 and held it in 7 quarters. The position peaked at $175K in Q2 2016. 16 funds tracked by Wall St. Rank hold TWM as of Q2 2023.

IFP Advisors reported no remaining ProShares UltraShort Russell2000 position as of Q2 2023 after selling out during the quarter.
IFP Advisors sold 160 ProShares UltraShort Russell2000 shares in Q2 2023, an estimated $13.5K.
IFP Advisors first reported a position in ProShares UltraShort Russell2000 in Q2 2016 and held it in 7 quarters.
IFP Advisors's ProShares UltraShort Russell2000 position peaked at $175K in Q2 2016.
16 funds tracked by Wall St. Rank held ProShares UltraShort Russell2000 as of Q2 2023.

Based on IFP Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.