Sutton Wealth Advisors’s ProShares Short 20+ Year Treasury ETF TBF Stock Holding History

Sutton Wealth Advisors’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	-37	Closed	-$825	–	1707
2022 Q3	$825	Sell	37 -75	-67%	-$1.53K	﹤0.01%	1344
2022 Q2	$2.25K	Buy	+112	New	+$2.21K	﹤0.01%	1168

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

Sutton Wealth Advisors's TBF Position: Q4 2022 in Review

Sutton Wealth Advisors sold out of ProShares Short 20+ Year Treasury ETF (TBF) in Q4 2022, closing a stake of 37 shares — an estimated $825 sold.

Sutton Wealth Advisors first reported a position in TBF in Q2 2022 and held it in 2 quarters. The position peaked at $2.25K in Q2 2022. 83 funds tracked by Wall St. Rank hold TBF as of Q4 2022.

Sutton Wealth Advisors reported no remaining ProShares Short 20+ Year Treasury ETF position as of Q4 2022 after selling out during the quarter.
Sutton Wealth Advisors sold 37 ProShares Short 20+ Year Treasury ETF shares in Q4 2022, an estimated $825.
Sutton Wealth Advisors first reported a position in ProShares Short 20+ Year Treasury ETF in Q2 2022 and held it in 2 quarters.
Sutton Wealth Advisors's ProShares Short 20+ Year Treasury ETF position peaked at $2.25K in Q2 2022.
83 funds tracked by Wall St. Rank held ProShares Short 20+ Year Treasury ETF as of Q4 2022.

Based on Sutton Wealth Advisors's 13F filing for Q4 2022, filed 7 Nov 2023.