Act Wealth Management’s ProShares Short S&P500 SH Stock Holding History

Act Wealth Management’s Portfolio SH Stock Details SH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-7,682	Closed	-$284K	–	64
2025 Q3	$284K	Buy	+7,682	New	+$296K	0.1%	41

Other funds holding SH

SFM

Stack Financial Management Whitefish, Montana $1.28B AUM 18.06% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CPR Investments Rochester, Michigan $130M AUM 29.56% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Act Wealth Management's SH Position: Q4 2025 in Review

Act Wealth Management sold out of ProShares Short S&P500 (SH) in Q4 2025, closing a stake of 7,682 shares — an estimated $284K sold.

Act Wealth Management first reported a position in SH in Q3 2025 and held it in 1 quarter. The position peaked at $284K in Q3 2025. 114 funds tracked by Wall St. Rank hold SH as of Q4 2025.

Act Wealth Management reported no remaining ProShares Short S&P500 position as of Q4 2025 after selling out during the quarter.
Act Wealth Management sold 7,682 ProShares Short S&P500 shares in Q4 2025, an estimated $284K.
Act Wealth Management first reported a position in ProShares Short S&P500 in Q3 2025 and held it in 1 quarter.
Act Wealth Management's ProShares Short S&P500 position peaked at $284K in Q3 2025.
114 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q4 2025.

Based on Act Wealth Management's 13F filing for Q4 2025, filed 15 Jan 2026.