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Wealthcare Advisory Partners’s ProShares Short Russell2000 RWM Stock Holding History

Wealthcare Advisory Partners’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
2023
Q2 		– Sell
-26,940
Closed -$646K – 757
2023
Q1 		$646K Sell
26,940
-41,756
-61% -$978K 0.03% 386
2022
Q4 		$1.69M Sell
68,696
-4,033
-6% -$98.1K 0.08% 185
2022
Q3 		$1.92M Buy
72,729
+3,037
+4% +$73.3K 0.11% 142
2022
Q2 		$1.81M Buy
69,692
+50,297
+259% +$1.23M 0.11% 127
2022
Q1 		$429K Buy
+19,395
New +$437K 0.03% 337

Other funds holding RWM

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AIA
Acute Investment Advisory Mesa, Arizona $8.91M AUM 4.28% 1-Year Est. Return
VF
Vista Finance Clayton, Missouri $179M AUM 18.59% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
NL
NKCFO LLC Geneva, Illinois $337M AUM 58.12% 1-Year Est. Return

Wealthcare Advisory Partners's RWM Position: Q2 2023 in Review

Wealthcare Advisory Partners sold out of ProShares Short Russell2000 (RWM) in Q2 2023, closing a stake of 26,940 shares — an estimated $646K sold.

Wealthcare Advisory Partners first reported a position in RWM in Q1 2022 and held it in 5 quarters. The position peaked at $1.92M in Q3 2022. 69 funds tracked by Wall St. Rank hold RWM as of Q2 2023.

  • Wealthcare Advisory Partners reported no remaining ProShares Short Russell2000 position as of Q2 2023 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 26,940 ProShares Short Russell2000 shares in Q2 2023, an estimated $646K.
  • Wealthcare Advisory Partners first reported a position in ProShares Short Russell2000 in Q1 2022 and held it in 5 quarters.
  • Wealthcare Advisory Partners's ProShares Short Russell2000 position peaked at $1.92M in Q3 2022.
  • 69 funds tracked by Wall St. Rank held ProShares Short Russell2000 as of Q2 2023.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2023, filed 17 Jul 2023.