Spartan Planning & Wealth Management’s ProShares Short SmallCap600 SBB Stock Holding History

Spartan Planning & Wealth Management’s Portfolio SBB Stock Details SBB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-88	Closed	-$4K	–	171
2022 Q3	$4K	Hold	88	–	–	0.01%	60
2022 Q2	$3K	Hold	88	–	–	﹤0.01%	80
2022 Q1	$3K	Buy	+88	New	+$3.04K	﹤0.01%	125

Other funds holding SBB

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

BCA

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

NFSG

Newbridge Financial Services Group Boca Raton, Florida $608M AUM 31.28% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Spartan Planning & Wealth Management's SBB Position: Q4 2022 in Review

Spartan Planning & Wealth Management sold out of ProShares Short SmallCap600 (SBB) in Q4 2022, closing a stake of 88 shares — an estimated $4K sold.

Spartan Planning & Wealth Management first reported a position in SBB in Q1 2022 and held it in 3 quarters. The position peaked at $4K in Q3 2022. 9 funds tracked by Wall St. Rank hold SBB as of Q4 2022.

Spartan Planning & Wealth Management reported no remaining ProShares Short SmallCap600 position as of Q4 2022 after selling out during the quarter.
Spartan Planning & Wealth Management sold 88 ProShares Short SmallCap600 shares in Q4 2022, an estimated $4K.
Spartan Planning & Wealth Management first reported a position in ProShares Short SmallCap600 in Q1 2022 and held it in 3 quarters.
Spartan Planning & Wealth Management's ProShares Short SmallCap600 position peaked at $4K in Q3 2022.
9 funds tracked by Wall St. Rank held ProShares Short SmallCap600 as of Q4 2022.

Based on Spartan Planning & Wealth Management's 13F filing for Q4 2022, filed 1 Feb 2023.