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Total Wealth Planning & Management’s ProShares Short Russell2000 RWM Stock Holding History

Total Wealth Planning & Management’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
2026
Q1 		$232K Sell
14,318
-430
-3% -$6.75K 0.17% 178
2025
Q4 		$241K Buy
+14,748
New +$244K 0.18% 181
2025
Q2 		$300K Hold
15,922
– – 0.24% 163
2025
Q1 		$330K Sell
15,922
-134
-0.8% -$2.58K 0.31% 119
2024
Q4 		$301K Buy
+16,056
New +$295K 0.27% 135

Other funds holding RWM

LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
PSCM
Per Stirling Capital Management Austin, Texas $905M AUM 17.06% 1-Year Est. Return
LNWTC
Laird Norton Wetherby Trust Company Seattle, Washington $4.58B AUM 30.77% 1-Year Est. Return

Total Wealth Planning & Management's RWM Position: Q1 2026 in Review

Total Wealth Planning & Management reduced its ProShares Short Russell2000 (RWM) stake by 2.9% in Q1 2026, selling an estimated $6.75K and leaving 14,318 shares worth $232K. The position accounts for 0.17% of the portfolio, ranked #178.

Total Wealth Planning & Management first reported a position in RWM in Q4 2024 and has held it in 5 quarters since. The position peaked at $330K in Q1 2025. 43 funds tracked by Wall St. Rank hold RWM as of Q1 2026.

  • Total Wealth Planning & Management held 14,318 shares of ProShares Short Russell2000 worth $232K as of Q1 2026.
  • Total Wealth Planning & Management sold 430 ProShares Short Russell2000 shares in Q1 2026, an estimated $6.75K.
  • ProShares Short Russell2000 made up 0.17% of Total Wealth Planning & Management's portfolio in Q1 2026, its #178 holding.
  • Total Wealth Planning & Management first reported a position in ProShares Short Russell2000 in Q4 2024 and has held it in 5 quarters since.
  • Total Wealth Planning & Management's ProShares Short Russell2000 position peaked at $330K in Q1 2025.
  • 43 funds tracked by Wall St. Rank held ProShares Short Russell2000 as of Q1 2026.

Based on Total Wealth Planning & Management's 13F filing for Q1 2026, filed 5 May 2026.