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Joseph P. Lucia & Associates’s ProShares Short 20+ Year Treasury ETF TBF Stock Holding History

Joseph P. Lucia & Associates’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
2022
Q3 		– Sell
-200
Closed -$4K – 406
2022
Q2 		$4K Buy
+200
New +$3.95K ﹤0.01% 359

Other funds holding TBF

QAM
Q3 Asset Management Birmingham, Michigan $412K AUM 18.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
SAM
Synergy Asset Management Vancouver, Washington $942M AUM 24.44% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
PI
Pachira Investments Dana Point, California $265M AUM 30.34% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
DSN
D. Scott Neal Lexington, Kentucky $216M AUM 33.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Joseph P. Lucia & Associates's TBF Position: Q3 2022 in Review

Joseph P. Lucia & Associates sold out of ProShares Short 20+ Year Treasury ETF (TBF) in Q3 2022, closing a stake of 200 shares — an estimated $4K sold.

Joseph P. Lucia & Associates first reported a position in TBF in Q2 2022 and held it in 1 quarter. The position peaked at $4K in Q2 2022. 93 funds tracked by Wall St. Rank hold TBF as of Q3 2022.

  • Joseph P. Lucia & Associates reported no remaining ProShares Short 20+ Year Treasury ETF position as of Q3 2022 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 200 ProShares Short 20+ Year Treasury ETF shares in Q3 2022, an estimated $4K.
  • Joseph P. Lucia & Associates first reported a position in ProShares Short 20+ Year Treasury ETF in Q2 2022 and held it in 1 quarter.
  • Joseph P. Lucia & Associates's ProShares Short 20+ Year Treasury ETF position peaked at $4K in Q2 2022.
  • 93 funds tracked by Wall St. Rank held ProShares Short 20+ Year Treasury ETF as of Q3 2022.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2022, filed 28 Oct 2022.