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Investmark Advisory Group’s ProShares Short Russell2000 RWM Stock Holding History

Investmark Advisory Group’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
2022
Q4 		– Sell
-13,360
Closed -$352K – 114
2022
Q3 		$352K Hold
13,360
– – 0.32% 59
2022
Q2 		$347K Sell
13,360
-1,370
-9% -$33.4K 0.34% 47
2022
Q1 		$325K Sell
14,730
-2,280
-13% -$51.4K 0.34% 58
2021
Q4 		$354K Buy
+17,010
New +$354K 0.33% 54

Other funds holding RWM

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
AIA
Acute Investment Advisory Mesa, Arizona $8.91M AUM 4.28% 1-Year Est. Return
VF
Vista Finance Clayton, Missouri $179M AUM 18.59% 1-Year Est. Return
TGCMU
Titan Global Capital Management USA New York $671M AUM 54.21% 1-Year Est. Return
IPW
IronBridge Private Wealth Austin, Texas $310M AUM 41.13% 1-Year Est. Return
FCM
Fourpath Capital Management Oklahoma City, Oklahoma $697M AUM 29.98% 1-Year Est. Return

Investmark Advisory Group's RWM Position: Q4 2022 in Review

Investmark Advisory Group sold out of ProShares Short Russell2000 (RWM) in Q4 2022, closing a stake of 13,360 shares — an estimated $352K sold.

Investmark Advisory Group first reported a position in RWM in Q4 2021 and held it in 4 quarters. The position peaked at $354K in Q4 2021. 82 funds tracked by Wall St. Rank hold RWM as of Q4 2022.

  • Investmark Advisory Group reported no remaining ProShares Short Russell2000 position as of Q4 2022 after selling out during the quarter.
  • Investmark Advisory Group sold 13,360 ProShares Short Russell2000 shares in Q4 2022, an estimated $352K.
  • Investmark Advisory Group first reported a position in ProShares Short Russell2000 in Q4 2021 and held it in 4 quarters.
  • Investmark Advisory Group's ProShares Short Russell2000 position peaked at $354K in Q4 2021.
  • 82 funds tracked by Wall St. Rank held ProShares Short Russell2000 as of Q4 2022.

Based on Investmark Advisory Group's 13F filing for Q4 2022, filed 24 Jan 2023.