Spire Wealth Management’s ProShares UltraShort Russell2000 TWM Stock Holding History

Spire Wealth Management’s Portfolio TWM Stock Details TWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-40	Closed	-$4K	–	2404
2022 Q3	$4K	Buy	+40	New	+$3.31K	﹤0.01%	1824
2022 Q1	–	Sell	-840	Closed	-$54K	–	2867
2021 Q4	$54K	Buy	+840	New	+$54.3K	﹤0.01%	1689

Other funds holding TWM

BZWA

Blue Zone Wealth Advisors Los Angeles, California $573M AUM 22.86% 1-Year Est. Return

JWS

Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return

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

MWM

Meridian Wealth Management Lexington, Kentucky $2.85B AUM 31.23% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

HIM

Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return

Spire Wealth Management's TWM Position: Q4 2022 in Review

Spire Wealth Management sold out of ProShares UltraShort Russell2000 (TWM) in Q4 2022, closing a stake of 40 shares — an estimated $4K sold.

Spire Wealth Management first reported a position in TWM in Q4 2021 and held it in 2 quarters. The position peaked at $54K in Q4 2021. 27 funds tracked by Wall St. Rank hold TWM as of Q4 2022.

Spire Wealth Management reported no remaining ProShares UltraShort Russell2000 position as of Q4 2022 after selling out during the quarter.
Spire Wealth Management sold 40 ProShares UltraShort Russell2000 shares in Q4 2022, an estimated $4K.
Spire Wealth Management first reported a position in ProShares UltraShort Russell2000 in Q4 2021 and held it in 2 quarters.
Spire Wealth Management's ProShares UltraShort Russell2000 position peaked at $54K in Q4 2021.
27 funds tracked by Wall St. Rank held ProShares UltraShort Russell2000 as of Q4 2022.

Based on Spire Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.