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Prospera Financial Services’s iShares Mortgage Real Estate ETF REM Stock Holding History

Prospera Financial Services’s Portfolio REM Stock Details REM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-6,083
Closed -$199K – 2377
2022
Q1 		$199K Buy
6,083
+28
+0.5% +$922 0.01% 884
2021
Q4 		$209K Sell
6,055
-56
-0.9% -$2.05K 0.01% 823
2021
Q3 		$221K Sell
6,111
-255
-4% -$9.29K 0.01% 741
2021
Q2 		$237K Sell
6,366
-429
-6% -$15.7K 0.01% 721
2021
Q1 		$240K Buy
6,795
+505
+8% +$16.9K 0.01% 678
2020
Q4 		$201K Buy
6,290
+1,281
+26% +$37K 0.01% 643
2020
Q3 		$129K Buy
+5,009
New +$130K 0.05% 347
2020
Q1 		– Sell
-10,806
Closed -$481K – 599
2019
Q4 		$481K Buy
10,806
+253
+2% +$11K 0.04% 385
2019
Q3 		$445K Sell
10,553
-7,695
-42% -$325K 0.05% 335
2019
Q2 		$776K Sell
18,248
-153
-0.8% -$6.57K 0.09% 205
2019
Q1 		$807K Buy
18,401
+3,941
+27% +$169K 0.27% 109
2018
Q4 		$594K Buy
14,460
+1,226
+9% +$52K 0.12% 171
2018
Q3 		$567K Sell
13,234
-1,357
-9% -$60.5K 0.11% 194
2018
Q2 		$648K Buy
+14,591
New +$632K 0.09% 192
2017
Q3 		– Sell
-4,446
Closed -$207K – 447
2017
Q2 		$207K Buy
+4,446
New +$207K 0.03% 387
2016
Q4 		– Sell
-46,633
Closed -$1.96M – 410
2016
Q3 		$1.96M Buy
46,633
+465
+1% +$19.7K 0.39% 47
2016
Q2 		$1.9M Buy
+46,168
New +$1.85M 0.39% 50

Other funds holding REM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BWA
BDO Wealth Advisors Jacksonville, Florida $872M AUM 15.17% 1-Year Est. Return

Prospera Financial Services's REM Position: Q2 2022 in Review

Prospera Financial Services sold out of iShares Mortgage Real Estate ETF (REM) in Q2 2022, closing a stake of 6,083 shares — an estimated $199K sold.

Prospera Financial Services first reported a position in REM in Q2 2016 and held it in 17 quarters. The position peaked at $1.96M in Q3 2016. 128 funds tracked by Wall St. Rank hold REM as of Q2 2022.

  • Prospera Financial Services reported no remaining iShares Mortgage Real Estate ETF position as of Q2 2022 after selling out during the quarter.
  • Prospera Financial Services sold 6,083 iShares Mortgage Real Estate ETF shares in Q2 2022, an estimated $199K.
  • Prospera Financial Services first reported a position in iShares Mortgage Real Estate ETF in Q2 2016 and held it in 17 quarters.
  • Prospera Financial Services's iShares Mortgage Real Estate ETF position peaked at $1.96M in Q3 2016.
  • 128 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q2 2022.

Based on Prospera Financial Services's 13F filing for Q2 2022, filed 8 Aug 2022.