Advanced Asset Management Advisors’s ProShares Short S&P500 SH Stock Holding History

Advanced Asset Management Advisors’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
2026 Q2	$281K	Hold	8,500	–	–	0.07%	52
2026 Q1	$322K	Hold	8,500	–	–	0.09%	50
2025 Q4	$306K	Hold	8,500	–	–	0.08%	52
2025 Q3	$314K	Hold	8,500	–	–	0.08%	52
2025 Q2	$337K	Buy	+8,500	New	+$368K	0.09%	52
2025 Q1	–	Sell	-8,500	Closed	-$360K	–	91
2024 Q4	$360K	Hold	8,500	–	–	0.09%	58
2024 Q3	$388K	Hold	8,500	–	–	0.1%	57
2024 Q2	$388K	Hold	8,500	–	–	0.1%	58
2024 Q1	$403K	Hold	8,500	–	–	0.1%	58
2023 Q4	$442K	Hold	8,500	–	–	0.11%	57
2023 Q3	$492K	Hold	8,500	–	–	0.12%	59
2023 Q2	$472K	Hold	8,500	–	–	0.11%	59
2023 Q1	$510K	Hold	8,500	–	–	0.12%	59
2022 Q4	$545K	Hold	8,500	–	–	0.14%	59
2022 Q3	$588K	Hold	8,500	–	–	0.16%	58
2022 Q2	$561K	Hold	8,500	–	–	0.14%	58
2022 Q1	$479K	Hold	8,500	–	–	0.1%	58
2021 Q4	$463K	Hold	8,500	–	–	0.1%	59
2021 Q3	$518K	Hold	8,500	–	–	0.11%	63
2021 Q2	$523K	Hold	8,500	–	–	0.11%	63
2021 Q1	$570K	Hold	8,500	–	–	0.13%	63
2020 Q4	$611K	Buy	8,500 +2,550	+43%	+$195K	0.14%	62
2020 Q3	$484K	Buy	5,950 +3,450	+138%	+$286K	0.13%	63
2020 Q2	$224K	Buy	+2,500	New	+$240K	0.07%	73

Other funds holding SH

CCG

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

OPOWM

One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return

AFS

AFG Fiduciary Services Hingham, Massachusetts $128M AUM 24.3% 1-Year Est. Return

ADBIC

A.D. Beadell Investment Counsel Mequon, Wisconsin $156M AUM 29.03% 1-Year Est. Return

CFS

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Ballew Advisors Jackson, Mississippi $194M AUM 20.37% 1-Year Est. Return

EWM

Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

VWM

Vigilare Wealth Management Scottsdale, Arizona $326M AUM 21.58% 1-Year Est. Return

Advanced Asset Management Advisors's SH Position: Q2 2026 in Review

Advanced Asset Management Advisors held its ProShares Short S&P500 (SH) position steady in Q2 2026 at 8,500 shares worth $281K. The position accounts for 0.07% of the portfolio, ranked #52.

Advanced Asset Management Advisors first reported a position in SH in Q2 2020 and has held it in 24 quarters since. The position peaked at $611K in Q4 2020. 14 funds tracked by Wall St. Rank hold SH as of Q2 2026.

Advanced Asset Management Advisors held 8,500 shares of ProShares Short S&P500 worth $281K as of Q2 2026.
Advanced Asset Management Advisors left its ProShares Short S&P500 share count unchanged in Q2 2026.
ProShares Short S&P500 made up 0.07% of Advanced Asset Management Advisors's portfolio in Q2 2026, its #52 holding.
Advanced Asset Management Advisors first reported a position in ProShares Short S&P500 in Q2 2020 and has held it in 24 quarters since.
Advanced Asset Management Advisors's ProShares Short S&P500 position peaked at $611K in Q4 2020.
14 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q2 2026.

Based on Advanced Asset Management Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.