AFG Fiduciary Services’s ProShares Short S&P500 SH Stock Holding History

AFG Fiduciary Services’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	$3.05M	Buy	92,223 +54,595	+145%	+$1.87M	2.4%	12
2026 Q1	$1.41M	Sell	37,628 -37,997	-50%	-$1.38M	0.83%	27
2025 Q4	$2.72M	Sell	75,625 -55,755	-42%	-$2.04M	1.63%	14
2025 Q3	$4.84M	Buy	131,380 +62,960	+92%	+$2.43M	2.81%	10
2025 Q2	$2.72M	Buy	+68,420	New	+$2.96M	1.75%	13
2025 Q1	–	Sell	-105,467	Closed	-$4.43M	–	77
2024 Q4	$4.43M	Buy	105,467 +78,583	+292%	+$3.34M	3.15%	9
2024 Q3	$1.16M	Sell	26,884 -58,809	-69%	-$2.66M	0.78%	24
2024 Q2	$3.86M	Buy	+85,693	New	+$4.1M	2.69%	10
2023 Q2	–	Sell	-2,600	Closed	-$156K	–	89
2023 Q1	$156K	Buy	+2,600	New	+$161K	0.14%	67

Other funds holding SH

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

One Plus One Wealth Management Jupiter, Florida $229M AUM 28.06% 1-Year Est. Return

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

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

B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return

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

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

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

Ramsey Quantitative Systems Louisville, Kentucky $112M AUM 16.38% 1-Year Est. Return

Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return