Lake Hills Wealth Management’s ProShares Short Russell2000 RWM Stock Holding History

Lake Hills Wealth Management’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
2023 Q2	–	Sell	-215,674	Closed	-$5.17M	–	45
2023 Q1	$5.17M	Buy	215,674 +156,455	+264%	+$3.66M	5.39%	7
2022 Q4	$1.46M	Buy	+59,219	New	+$1.44M	1.45%	22
2022 Q3	–	Sell	-211,584	Closed	-$5.11M	–	41
2022 Q2	$5.51M	Buy	211,584 +79,654	+60%	+$1.94M	4.07%	8
2022 Q1	$2.92M	Buy	+131,930	New	+$2.98M	2.1%	15

Other funds holding RWM

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return

TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AIA

Acute Investment Advisory Mesa, Arizona $9.46M AUM 13.58% 1-Year Est. Return

Vista Finance Clayton, Missouri $179M AUM 18.59% 1-Year Est. Return

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

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

Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return

NKCFO LLC Geneva, Illinois $337M AUM 58.12% 1-Year Est. Return

Lake Hills Wealth Management's RWM Position: Q2 2023 in Review

Lake Hills Wealth Management sold out of ProShares Short Russell2000 (RWM) in Q2 2023, closing a stake of 215,674 shares — an estimated $5.17M sold.

Lake Hills Wealth Management first reported a position in RWM in Q1 2022 and held it in 4 quarters. The position peaked at $5.51M in Q2 2022. 69 funds tracked by Wall St. Rank hold RWM as of Q2 2023.

Lake Hills Wealth Management reported no remaining ProShares Short Russell2000 position as of Q2 2023 after selling out during the quarter.
Lake Hills Wealth Management sold 215,674 ProShares Short Russell2000 shares in Q2 2023, an estimated $5.17M.
Lake Hills Wealth Management first reported a position in ProShares Short Russell2000 in Q1 2022 and held it in 4 quarters.
Lake Hills Wealth Management's ProShares Short Russell2000 position peaked at $5.51M in Q2 2022.
69 funds tracked by Wall St. Rank held ProShares Short Russell2000 as of Q2 2023.

Based on Lake Hills Wealth Management's 13F filing for Q2 2023, filed 4 Aug 2023.