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Prospera Financial Services’s ProShares Trust UltraShort Lehman 20+ Year Treasury TBT Stock Holding History

Prospera Financial Services’s Portfolio TBT Stock Details TBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-12,521
Closed -$272K – 821
2021
Q1 		$272K Buy
+12,521
New +$242K 0.02% 644
2020
Q3 		– Sell
-19,830
Closed -$315K – 1695
2020
Q2 		$315K Buy
+19,830
New +$317K 0.03% 435

Other funds holding TBT

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return
KIA
KCM Investment Advisors Greenbrae, California $3.01B AUM 21.97% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Parallax Volatility Advisers
Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CG
Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return
LC
Littlejohn & Co Greenwich, Connecticut $106M AUM 7.38% 1-Year Est. Return

Prospera Financial Services's TBT Position: Q2 2021 in Review

Prospera Financial Services sold out of ProShares Trust UltraShort Lehman 20+ Year Treasury (TBT) in Q2 2021, closing a stake of 12,521 shares — an estimated $272K sold.

Prospera Financial Services first reported a position in TBT in Q2 2020 and held it in 2 quarters. The position peaked at $315K in Q2 2020. 121 funds tracked by Wall St. Rank hold TBT as of Q2 2021.

  • Prospera Financial Services reported no remaining ProShares Trust UltraShort Lehman 20+ Year Treasury position as of Q2 2021 after selling out during the quarter.
  • Prospera Financial Services sold 12,521 ProShares Trust UltraShort Lehman 20+ Year Treasury shares in Q2 2021, an estimated $272K.
  • Prospera Financial Services first reported a position in ProShares Trust UltraShort Lehman 20+ Year Treasury in Q2 2020 and held it in 2 quarters.
  • Prospera Financial Services's ProShares Trust UltraShort Lehman 20+ Year Treasury position peaked at $315K in Q2 2020.
  • 121 funds tracked by Wall St. Rank held ProShares Trust UltraShort Lehman 20+ Year Treasury as of Q2 2021.

Based on Prospera Financial Services's 13F filing for Q2 2021, filed 12 Aug 2021.