AWM
SH icon

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

Ameliora 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
2024
Q3 		– Sell
-319
Closed -$14.6K – 185
2024
Q2 		$14.6K Hold
319
– – 0.01% 151
2024
Q1 		$15.1K Hold
319
– – 0.01% 165
2023
Q4 		$16.6K Hold
319
– – 0.01% 148
2023
Q3 		$18.5K Hold
319
– – 0.01% 165
2023
Q2 		$17.7K Sell
319
-1,263
-80% -$74.4K 0.01% 155
2023
Q1 		$94.9K Hold
1,582
– – 0.06% 108
2022
Q4 		$101K Buy
1,582
+319
+25% +$20.5K 0.05% 101
2022
Q3 		$87K Buy
+1,263
New +$79.1K 0.05% 103

Other funds holding SH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FNC
First National Corp Rockland, Massachusetts $527M AUM 12.33% 1-Year Est. Return
MSCM
Marlin Sams Capital Management New York $191M AUM 72.04% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
EE
EWG Elevate Roseville, California $320M AUM 18.11% 1-Year Est. Return
GCM
Gunderson Capital Management Mt. Pleasant, South Carolina $239M AUM 122.67% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $816M AUM 42.46% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return