AWM
SH icon

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

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SWA
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Focus Partners Wealth
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Citadel Advisors
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AWM
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Morgan Stanley
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CI
CPR Investments Rochester, Michigan $130M AUM 29.7% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
OPOWM
One Plus One Wealth Management Jupiter, Florida $229M AUM 28.06% 1-Year Est. Return