Meridian Wealth Management’s ProShares UltraShort Russell2000 TWM Stock Holding History

Meridian Wealth Management’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
2024 Q4	–	Sell	-5,188	Closed	-$237K	–	665
2024 Q3	$237K	Hold	5,188	–	–	0.01%	575
2024 Q2	$291K	Buy	+5,188	New	+$296K	0.03%	239
2024 Q1	–	Sell	-17,570	Closed	-$1.02M	–	523
2023 Q4	$1.02M	Hold	17,570	–	–	0.07%	259
2023 Q3	$1.37M	Hold	17,570	–	–	0.08%	197
2023 Q2	$1.23M	Sell	17,570 -2,115	-11%	-$165K	0.1%	166
2023 Q1	$1.53M	Hold	19,685	–	–	0.13%	155
2022 Q4	$1.63M	Hold	19,685	–	–	0.16%	135
2022 Q3	$1.92M	Hold	19,685	–	–	0.21%	114
2022 Q2	$1.91M	Buy	+19,685	New	+$1.7M	0.16%	152

Other funds holding TWM

HIM

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

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

TRCT

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

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

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

PIA

Powell Investment Advisors Miami, Florida $290M AUM 21.61% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

JFGIW

Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return

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

Meridian Wealth Management's TWM Position: Q4 2024 in Review

Meridian Wealth Management sold out of ProShares UltraShort Russell2000 (TWM) in Q4 2024, closing a stake of 5,188 shares — an estimated $237K sold.

Meridian Wealth Management first reported a position in TWM in Q2 2022 and held it in 9 quarters. The position peaked at $1.92M in Q3 2022. 17 funds tracked by Wall St. Rank hold TWM as of Q4 2024.

Meridian Wealth Management reported no remaining ProShares UltraShort Russell2000 position as of Q4 2024 after selling out during the quarter.
Meridian Wealth Management sold 5,188 ProShares UltraShort Russell2000 shares in Q4 2024, an estimated $237K.
Meridian Wealth Management first reported a position in ProShares UltraShort Russell2000 in Q2 2022 and held it in 9 quarters.
Meridian Wealth Management's ProShares UltraShort Russell2000 position peaked at $1.92M in Q3 2022.
17 funds tracked by Wall St. Rank held ProShares UltraShort Russell2000 as of Q4 2024.

Based on Meridian Wealth Management's 13F filing for Q4 2024, filed 6 Feb 2025.