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Raymond James Financial Services Advisors’s ProShares Short Financials SEF Stock Holding History

Raymond James Financial Services Advisors’s Portfolio SEF Stock Details SEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-3,746
Closed -$194K – 3389
2022
Q4 		$194K Buy
+3,746
New +$198K ﹤0.01% 2875
2022
Q2 		– Sell
-2,609
Closed -$123K – 3407
2022
Q1 		$123K Buy
+2,609
New +$124K ﹤0.01% 3077

Other funds holding SEF

CI
CPR Investments Rochester, Michigan $130M AUM 29.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
BA
Ballew Advisors Jackson, Mississippi $194M AUM 20.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial Services Advisors's SEF Position: Q1 2023 in Review

Raymond James Financial Services Advisors sold out of ProShares Short Financials (SEF) in Q1 2023, closing a stake of 3,746 shares — an estimated $194K sold.

Raymond James Financial Services Advisors first reported a position in SEF in Q1 2022 and held it in 2 quarters. The position peaked at $194K in Q4 2022. 14 funds tracked by Wall St. Rank hold SEF as of Q1 2023.

  • Raymond James Financial Services Advisors reported no remaining ProShares Short Financials position as of Q1 2023 after selling out during the quarter.
  • Raymond James Financial Services Advisors sold 3,746 ProShares Short Financials shares in Q1 2023, an estimated $194K.
  • Raymond James Financial Services Advisors first reported a position in ProShares Short Financials in Q1 2022 and held it in 2 quarters.
  • Raymond James Financial Services Advisors's ProShares Short Financials position peaked at $194K in Q4 2022.
  • 14 funds tracked by Wall St. Rank held ProShares Short Financials as of Q1 2023.

Based on Raymond James Financial Services Advisors's 13F filing for Q1 2023, filed 14 Apr 2023.