Aptus Capital Advisors’s ProShares Short S&P500 SH Stock Holding History

Aptus Capital 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
2024 Q4	–	Sell	-770	Closed	-$33.4K	–	1453
2024 Q3	$33.4K	Buy	+770	New	+$34.9K	﹤0.01%	975
2022 Q4	–	Sell	-38	Closed	-$3K	–	837
2022 Q3	$3K	Hold	38	–	–	﹤0.01%	733
2022 Q2	$2K	Hold	38	–	–	﹤0.01%	643
2022 Q1	$2K	Hold	38	–	–	﹤0.01%	663
2021 Q4	$2K	Hold	38	–	–	﹤0.01%	540
2021 Q3	$2K	Hold	38	–	–	﹤0.01%	517
2021 Q2	$2K	Buy	+38	New	+$2.41K	﹤0.01%	547
2021 Q1	–	Sell	-38	Closed	-$2K	–	557
2020 Q4	$2K	Sell	38 -57,337	-100%	-$4.38M	﹤0.01%	460
2020 Q3	$4.66M	Buy	+57,375	New	+$4.76M	0.25%	68

Other funds holding SH

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FNC

First National Corp Rockland, Massachusetts $527M AUM 12.33% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

RAG

RIA Advisory Group Des Moines, Iowa $460M AUM 29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return

WAM

Wakefield Asset Management Englewood, Colorado $444M AUM 46.63% 1-Year Est. Return

MCP

Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 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

Aptus Capital Advisors's SH Position: Q4 2024 in Review

Aptus Capital Advisors sold out of ProShares Short S&P500 (SH) in Q4 2024, closing a stake of 770 shares — an estimated $33.4K sold.

Aptus Capital Advisors first reported a position in SH in Q3 2020 and held it in 9 quarters. The position peaked at $4.66M in Q3 2020. 121 funds tracked by Wall St. Rank hold SH as of Q4 2024.

Aptus Capital Advisors reported no remaining ProShares Short S&P500 position as of Q4 2024 after selling out during the quarter.
Aptus Capital Advisors sold 770 ProShares Short S&P500 shares in Q4 2024, an estimated $33.4K.
Aptus Capital Advisors first reported a position in ProShares Short S&P500 in Q3 2020 and held it in 9 quarters.
Aptus Capital Advisors's ProShares Short S&P500 position peaked at $4.66M in Q3 2020.
121 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q4 2024.

Based on Aptus Capital Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.