AF
SH icon

Allworth Financial’s ProShares Short S&P500 SH Stock Holding History

Allworth Financial’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 		$59.2K Buy
1,792
+4
+0.2% +$137 ﹤0.01% 2333
2026
Q1 		$67.8K Buy
1,788
+2
+0.1% +$73 ﹤0.01% 2104
2025
Q4 		$64.4K Buy
1,786
+5
+0.3% +$183 ﹤0.01% 2035
2025
Q3 		$65.8K Buy
1,781
+8
+0.5% +$309 ﹤0.01% 1934
2025
Q2 		$70.4K Buy
1,773
+1,407
+384% +$60.9K ﹤0.01% 1740
2025
Q1 		$16.5K Buy
366
+2
+0.5% +$85 ﹤0.01% 2191
2024
Q4 		$15K Buy
364
+10
+3% +$426 ﹤0.01% 2274
2024
Q3 		$15.4K Sell
354
-354
-50% -$16K ﹤0.01% 2065
2024
Q2 		$32.2K Buy
708
+12
+2% +$575 ﹤0.01% 1583
2024
Q1 		$33K Buy
+696
New +$34.8K ﹤0.01% 1490
2023
Q4 		– Sell
-1,750
Closed -$98K – 3408
2023
Q3 		$101K Sell
1,750
-550
-24% -$30.7K ﹤0.01% 874
2023
Q2 		$128K Buy
2,300
+191
+9% +$11.3K ﹤0.01% 810
2023
Q1 		$127K Sell
2,109
-1,641
-44% -$101K ﹤0.01% 782
2022
Q4 		$240K Buy
3,750
+2,000
+114% +$128K ﹤0.01% 593
2022
Q3 		$121K Buy
+1,750
New +$110K ﹤0.01% 715
2017
Q4 		– Sell
-19
Closed -$2K – 811
2017
Q3 		$2K Buy
+19
New +$2.5K ﹤0.01% 672

Other funds holding SH

SFM
Stack Financial Management Whitefish, Montana $1.28B AUM 18.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return
DS
DRW Securities Chicago, Illinois $4.11B AUM 21.98% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.78B AUM 19.66% 1-Year Est. Return

Allworth Financial's SH Position: Q2 2026 in Review

Allworth Financial increased its ProShares Short S&P500 (SH) stake by 0.22% in Q2 2026, buying an estimated $137 and bringing the position to 1,792 shares worth $59.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2333.

Allworth Financial first reported a position in SH in Q3 2017 and has held it in 16 quarters since. The position peaked at $240K in Q4 2022. 116 funds tracked by Wall St. Rank hold SH as of Q2 2026.

  • Allworth Financial held 1,792 shares of ProShares Short S&P500 worth $59.2K as of Q2 2026.
  • Allworth Financial bought 4 ProShares Short S&P500 shares in Q2 2026, an estimated $137.
  • ProShares Short S&P500 made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2333 holding.
  • Allworth Financial first reported a position in ProShares Short S&P500 in Q3 2017 and has held it in 16 quarters since.
  • Allworth Financial's ProShares Short S&P500 position peaked at $240K in Q4 2022.
  • 116 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.