AIM
SH icon

Arcadia Investment Management’s ProShares Short S&P500 SH Stock Holding History

Arcadia Investment 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
2025
Q4 		– Sell
-45,960
Closed -$1.7M – 399
2025
Q3 		$1.7M Buy
+45,960
New +$1.77M 0.26% 59
2025
Q2 		– Sell
-2,187
Closed -$97.5K – 269
2025
Q1 		$97.5K Hold
2,187
– – 0.02% 159
2024
Q4 		$92.7K Sell
2,187
-19,626
-90% -$835K 0.01% 173
2024
Q3 		$947K Buy
21,813
+107
+0.5% +$4.85K 0.16% 78
2024
Q2 		$991K Buy
21,706
+20,956
+2,794% +$1M 0.17% 70
2024
Q1 		$35.6K Sell
750
-12,565
-94% -$629K 0.01% 217
2023
Q4 		$692K Sell
13,315
-2,038
-13% -$114K 0.13% 73
2023
Q3 		$889K Buy
15,353
+2,688
+21% +$150K 0.19% 66
2023
Q2 		$703K Buy
12,665
+4,215
+50% +$248K 0.14% 72
2023
Q1 		$507K Buy
8,450
+3,487
+70% +$215K 0.11% 83
2022
Q4 		$318K Buy
+4,963
New +$318K 0.07% 101

Other funds holding SH

SFM
Stack Financial Management Whitefish, Montana $1.28B AUM 18.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CI
CPR Investments Rochester, Michigan $130M AUM 29.56% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Arcadia Investment Management's SH Position: Q4 2025 in Review

Arcadia Investment Management sold out of ProShares Short S&P500 (SH) in Q4 2025, closing a stake of 45,960 shares — an estimated $1.7M sold.

Arcadia Investment Management first reported a position in SH in Q4 2022 and held it in 11 quarters. The position peaked at $1.7M in Q3 2025. 114 funds tracked by Wall St. Rank hold SH as of Q4 2025.

  • Arcadia Investment Management reported no remaining ProShares Short S&P500 position as of Q4 2025 after selling out during the quarter.
  • Arcadia Investment Management sold 45,960 ProShares Short S&P500 shares in Q4 2025, an estimated $1.7M.
  • Arcadia Investment Management first reported a position in ProShares Short S&P500 in Q4 2022 and held it in 11 quarters.
  • Arcadia Investment Management's ProShares Short S&P500 position peaked at $1.7M in Q3 2025.
  • 114 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q4 2025.

Based on Arcadia Investment Management's 13F filing for Q4 2025, filed 10 Feb 2026.