SWM
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Selective Wealth Management’s ProShares Short Russell2000 RWM Stock Holding History

Selective Wealth Management’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
2022
Q3 		– Sell
-2,400
Closed -$62K – 825
2022
Q2 		$62K Buy
+2,400
New +$58.5K 0.02% 286

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LG
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EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
PAG
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TGCMU
Titan Global Capital Management USA New York $671M AUM 54.21% 1-Year Est. Return
SC
Solstein Capital Menlo Park, California $244M AUM 29.05% 1-Year Est. Return
VF
Vista Finance Clayton, Missouri $179M AUM 18.59% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Selective Wealth Management's RWM Position: Q3 2022 in Review

Selective Wealth Management sold out of ProShares Short Russell2000 (RWM) in Q3 2022, closing a stake of 2,400 shares — an estimated $62K sold.

Selective Wealth Management first reported a position in RWM in Q2 2022 and held it in 1 quarter. The position peaked at $62K in Q2 2022. 85 funds tracked by Wall St. Rank hold RWM as of Q3 2022.

  • Selective Wealth Management reported no remaining ProShares Short Russell2000 position as of Q3 2022 after selling out during the quarter.
  • Selective Wealth Management sold 2,400 ProShares Short Russell2000 shares in Q3 2022, an estimated $62K.
  • Selective Wealth Management first reported a position in ProShares Short Russell2000 in Q2 2022 and held it in 1 quarter.
  • Selective Wealth Management's ProShares Short Russell2000 position peaked at $62K in Q2 2022.
  • 85 funds tracked by Wall St. Rank held ProShares Short Russell2000 as of Q3 2022.

Based on Selective Wealth Management's 13F filing for Q3 2022, filed 21 Oct 2022.