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Resurgent Financial Advisors’s ProShares Short Russell2000 RWM Stock Holding History

Resurgent Financial Advisors’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
-3,279
Closed -$78.6K – 528
2023
Q1 		$78.6K Buy
3,279
+1,381
+73% +$32.3K 0.05% 259
2022
Q4 		$46.7K Buy
+1,898
New +$46.2K 0.02% 439

Other funds holding RWM

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AIA
Acute Investment Advisory Mesa, Arizona $8.91M AUM 4.28% 1-Year Est. Return
VF
Vista Finance Clayton, Missouri $179M AUM 18.59% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
NL
NKCFO LLC Geneva, Illinois $337M AUM 58.12% 1-Year Est. Return

Resurgent Financial Advisors's RWM Position: Q2 2023 in Review

Resurgent Financial Advisors sold out of ProShares Short Russell2000 (RWM) in Q2 2023, closing a stake of 3,279 shares — an estimated $78.6K sold.

Resurgent Financial Advisors first reported a position in RWM in Q4 2022 and held it in 2 quarters. The position peaked at $78.6K in Q1 2023. 69 funds tracked by Wall St. Rank hold RWM as of Q2 2023.

  • Resurgent Financial Advisors reported no remaining ProShares Short Russell2000 position as of Q2 2023 after selling out during the quarter.
  • Resurgent Financial Advisors sold 3,279 ProShares Short Russell2000 shares in Q2 2023, an estimated $78.6K.
  • Resurgent Financial Advisors first reported a position in ProShares Short Russell2000 in Q4 2022 and held it in 2 quarters.
  • Resurgent Financial Advisors's ProShares Short Russell2000 position peaked at $78.6K in Q1 2023.
  • 69 funds tracked by Wall St. Rank held ProShares Short Russell2000 as of Q2 2023.

Based on Resurgent Financial Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.