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Steward Partners Investment Advisory’s ProShares Short Russell2000 RWM Stock Holding History

Steward Partners Investment Advisory’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
2025
Q1 		– Sell
-21
Closed -$394 – 4140
2024
Q4 		$394 Buy
+21
New +$386 ﹤0.01% 3865
2020
Q4 		– Sell
-285
Closed -$10K – 2975
2020
Q3 		$10K Buy
+285
New +$9.75K ﹤0.01% 2149

Other funds holding RWM

LG
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SCI
Stableford Capital II Scottsdale, Arizona $289M AUM 20.84% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $3.75B AUM 21.95% 1-Year Est. Return
GCM
Generation Capital Management Pittsford, New York $137M AUM 21.56% 1-Year Est. Return
RSWM
Robertson Stephens Wealth Management San Francisco, California $3.57B AUM 28.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Steward Partners Investment Advisory's RWM Position: Q1 2025 in Review

Steward Partners Investment Advisory sold out of ProShares Short Russell2000 (RWM) in Q1 2025, closing a stake of 21 shares — an estimated $394 sold.

Steward Partners Investment Advisory first reported a position in RWM in Q3 2020 and held it in 2 quarters. The position peaked at $10K in Q3 2020. 39 funds tracked by Wall St. Rank hold RWM as of Q1 2025.

  • Steward Partners Investment Advisory reported no remaining ProShares Short Russell2000 position as of Q1 2025 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 21 ProShares Short Russell2000 shares in Q1 2025, an estimated $394.
  • Steward Partners Investment Advisory first reported a position in ProShares Short Russell2000 in Q3 2020 and held it in 2 quarters.
  • Steward Partners Investment Advisory's ProShares Short Russell2000 position peaked at $10K in Q3 2020.
  • 39 funds tracked by Wall St. Rank held ProShares Short Russell2000 as of Q1 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2025, filed 13 May 2025.