RIA Advisory Group
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RIA Advisory Group’s ProShares Short Russell2000 RWM Stock Holding History

RIA Advisory Group’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
2026
Q3 		$184K Buy
+12,759
New +$174K 0.05% 131
2025
Q2 		– Sell
-17,870
Closed -$371K – 149
2025
Q1 		$371K Buy
+17,870
New +$343K 0.12% 95

Other funds holding RWM

A.D. Beadell Investment Counsel
A.D. Beadell Investment Counsel Mequon, Wisconsin $151M AUM 13.87% 1-Year Est. Return
Resonant Capital Advisors
Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return
Total Wealth Planning & Management
Total Wealth Planning & Management Ponte Vedra Beach, Florida $135M AUM 35.11% 1-Year Est. Return
Vima LLC
Vima LLC Troy, Michigan $97.9M AUM
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

RIA Advisory Group's RWM Position: Q3 2026 in Review

RIA Advisory Group opened a new position in ProShares Short Russell2000 (RWM) in Q3 2026: 12,759 shares worth $184K. The stake represents 0.05% of the portfolio and ranks #131 among its holdings. This is a return to the name: RIA Advisory Group previously reported a position in RWM as recently as Q1 2025.

RIA Advisory Group first reported a position in RWM in Q1 2025 and has held it in 2 quarters since. The position peaked at $371K in Q1 2025. 7 funds tracked by Wall St. Rank hold RWM as of Q3 2026.

  • RIA Advisory Group held 12,759 shares of ProShares Short Russell2000 worth $184K as of Q3 2026.
  • ProShares Short Russell2000 was a new RIA Advisory Group position in Q3 2026.
  • ProShares Short Russell2000 made up 0.05% of RIA Advisory Group's portfolio in Q3 2026, its #131 holding.
  • RIA Advisory Group first reported a position in ProShares Short Russell2000 in Q1 2025 and has held it in 2 quarters since.
  • RIA Advisory Group's ProShares Short Russell2000 position peaked at $371K in Q1 2025.
  • 7 funds tracked by Wall St. Rank held ProShares Short Russell2000 as of Q3 2026.

Based on RIA Advisory Group's 13F filing for Q3 2026, filed 15 Oct 2026.