TAP Consulting’s ProShares Short Russell2000 RWM Stock Holding History

TAP Consulting’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
2024 Q2	–	Sell	-10,225	Closed	-$205K	–	163
2024 Q1	$205K	Sell	10,225 -55,780	-85%	-$1.19M	0.05%	151
2023 Q4	$1.39M	Sell	66,005 -446,214	-87%	-$10.7M	0.33%	77
2023 Q3	$12.4M	Buy	512,219 +19,283	+4%	+$442K	3.19%	5
2023 Q2	$11.3M	Sell	492,936 -19,931	-4%	-$481K	2.76%	5
2023 Q1	$12.3M	Buy	512,867 +357,133	+229%	+$8.36M	3.01%	5
2022 Q4	$3.83M	Sell	155,734 -5,010	-3%	-$122K	1%	26
2022 Q3	$4.24M	Sell	160,744 -3,002	-2%	-$72.5K	1.13%	20
2022 Q2	$4.26M	Buy	+163,746	New	+$3.99M	1.18%	24

Other funds holding RWM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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

Farther Finance Advisors San Francisco, California $10.6B AUM 19.99% 1-Year Est. Return

Laird Norton Wetherby Wealth Management San Francisco, California $2.45B AUM

Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

All Season Financial Advisors Denver, Colorado $117M AUM 25.93% 1-Year Est. Return

Commonwealth Financial Services Vienna, West Virginia $632M AUM 16.97% 1-Year Est. Return