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	–	838
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	0.33%	68

Other funds holding SH

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

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

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

RIA Advisory Group Des Moines, Iowa $409M AUM 30.78% 1-Year Est. Return

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

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Wakefield Asset Management Englewood, Colorado $377M AUM 38.72% 1-Year Est. Return

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

Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return

Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return