SeaCrest Wealth Management’s ProShares Short 20+ Year Treasury ETF TBF Stock Holding History

SeaCrest Wealth Management’s Portfolio TBF Stock Details TBF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-61,747	Closed	-$1.38M	–	662
2022 Q3	$1.38M	Buy	61,747 +53,222	+624%	+$1.08M	0.21%	98
2022 Q2	$171K	Buy	+8,525	New	+$168K	0.02%	663
2019 Q1	–	Sell	-5,267	Closed	-$118K	–	2228
2018 Q4	$118K	Sell	5,267 -105	-2%	-$2.48K	0.02%	601
2018 Q3	$126K	Buy	5,372 +675	+14%	+$15.5K	0.02%	671
2018 Q2	$106K	Buy	4,697 +2,322	+98%	+$53.6K	0.02%	702
2018 Q1	$54K	Buy	+2,375	New	+$54.5K	0.01%	924

Other funds holding TBF

GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return

DSN

D. Scott Neal Lexington, Kentucky $216M AUM 33.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SIM

SSI Investment Management Los Angeles, California $1.45B AUM 5.8% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return

Sepio Capital Salt Lake City, Utah $1.84B AUM 18.57% 1-Year Est. Return

SeaCrest Wealth Management's TBF Position: Q4 2022 in Review

SeaCrest Wealth Management sold out of ProShares Short 20+ Year Treasury ETF (TBF) in Q4 2022, closing a stake of 61,747 shares — an estimated $1.38M sold.

SeaCrest Wealth Management first reported a position in TBF in Q1 2018 and held it in 6 quarters. The position peaked at $1.38M in Q3 2022. 83 funds tracked by Wall St. Rank hold TBF as of Q4 2022.

SeaCrest Wealth Management reported no remaining ProShares Short 20+ Year Treasury ETF position as of Q4 2022 after selling out during the quarter.
SeaCrest Wealth Management sold 61,747 ProShares Short 20+ Year Treasury ETF shares in Q4 2022, an estimated $1.38M.
SeaCrest Wealth Management first reported a position in ProShares Short 20+ Year Treasury ETF in Q1 2018 and held it in 6 quarters.
SeaCrest Wealth Management's ProShares Short 20+ Year Treasury ETF position peaked at $1.38M in Q3 2022.
83 funds tracked by Wall St. Rank held ProShares Short 20+ Year Treasury ETF as of Q4 2022.

Based on SeaCrest Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.