American Portfolios Advisors’s ProShares Short S&P500 SH Stock Holding History

American Portfolios 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
2022 Q3	$22.1K	Hold	319	–	–	﹤0.01%	2137
2022 Q2	$21.1K	Buy	+319	New	+$19.7K	﹤0.01%	2207
2021 Q4	–	Sell	-275	Closed	-$16.8K	–	3584
2021 Q3	$16.8K	Hold	275	–	–	﹤0.01%	2355
2021 Q2	$16.9K	Hold	275	–	–	﹤0.01%	2283
2021 Q1	$18.4K	Buy	275 +55	+25%	+$3.82K	﹤0.01%	2107
2020 Q4	$15.8K	Buy	+220	New	+$16.8K	﹤0.01%	1926
2020 Q3	–	Sell	-73	Closed	-$6.53K	–	2982
2020 Q2	$6.53K	Hold	73	–	–	﹤0.01%	2117
2020 Q1	$8.08K	Buy	+73	New	+$7.37K	﹤0.01%	1895
2019 Q4	–	Sell	-114	Closed	-$11.9K	–	2917
2019 Q3	$11.9K	Buy	+114	New	+$12.1K	﹤0.01%	1870
2019 Q2	–	Sell	-239	Closed	-$26.5K	–	2785
2019 Q1	$26.5K	Buy	+239	New	+$27.6K	﹤0.01%	1465
2018 Q4	–	Sell	-109	Closed	-$11.9K	–	2547
2018 Q3	$11.9K	Sell	109 -265	-71%	-$29.7K	﹤0.01%	1689
2018 Q2	$43.8K	Buy	+374	New	+$44.2K	0.01%	1125

Other funds holding SH

Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return

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

SFM

Stack Financial Management Whitefish, Montana $1.36B AUM 28.24% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LSA

L & S Advisors Los Angeles, California $795M AUM 52.77% 1-Year Est. Return

IAN

Integrated Advisors Network Dallas, Texas $1.91B AUM 24.91% 1-Year Est. Return

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

KWM

Kaydan Wealth Management Fenton, Michigan $328M AUM 24.93% 1-Year Est. Return

RCS

Retirement Capital Strategies San Jose, California $265M AUM 11.86% 1-Year Est. Return

American Portfolios Advisors's SH Position: Q3 2022 in Review

American Portfolios Advisors held its ProShares Short S&P500 (SH) position steady in Q3 2022 at 319 shares worth $22.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2137.

American Portfolios Advisors first reported a position in SH in Q2 2018 and has held it in 12 quarters since. The position peaked at $43.8K in Q2 2018. 255 funds tracked by Wall St. Rank hold SH as of Q3 2022.

American Portfolios Advisors held 319 shares of ProShares Short S&P500 worth $22.1K as of Q3 2022.
American Portfolios Advisors left its ProShares Short S&P500 share count unchanged in Q3 2022.
ProShares Short S&P500 made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2137 holding.
American Portfolios Advisors first reported a position in ProShares Short S&P500 in Q2 2018 and has held it in 12 quarters since.
American Portfolios Advisors's ProShares Short S&P500 position peaked at $43.8K in Q2 2018.
255 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.