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

Alterna 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
2023 Q1	–	Sell	-3,750	Closed	-$240K	–	126
2022 Q4	$240K	Hold	3,750	–	–	0.27%	68
2022 Q3	$259K	Hold	3,750	–	–	0.31%	58
2022 Q2	$248K	Hold	3,750	–	–	0.25%	63
2022 Q1	$211K	Hold	3,750	–	–	0.18%	109
2021 Q4	$204K	Buy	+3,750	New	+$213K	0.17%	109
2020 Q4	$270K	Sell	3,750 -1,667	-31%	-$127K	0.34%	64
2020 Q3	$440K	Hold	5,417	–	–	0.64%	38
2020 Q2	$484K	Buy	+5,417	New	+$520K	0.58%	38
2020 Q1	–	Sell	-2,500	Closed	-$240K	–	108
2019 Q4	$240K	Hold	2,500	–	–	0.27%	106
2019 Q3	$261K	Hold	2,500	–	–	0.31%	67
2019 Q2	$266K	Hold	2,500	–	–	0.32%	73
2019 Q1	$277K	Buy	+2,500	New	+$289K	0.23%	76

Other funds holding SH

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Kaydan Wealth Management Fenton, Michigan $299M AUM 18.98% 1-Year Est. Return

Baird Financial Group

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

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

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return

Mirador Capital Partners Pleasanton, California $816M AUM 42.46% 1-Year Est. Return

CPR Investments Rochester, Michigan $130M AUM 29.7% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return