AWA
SH icon

Arkadios Wealth Advisors’s ProShares Short S&P500 SH Stock Holding History

Arkadios Wealth 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
2026
Q1 		$10.8M Buy
+283,914
New +$10.3M 0.18% 132
2025
Q3 		– Sell
-8,118
Closed -$322K – 1512
2025
Q2 		$322K Buy
+8,118
New +$351K 0.01% 1028
2023
Q4 		– Sell
-4,180
Closed -$242K – 760
2023
Q3 		$242K Sell
4,180
-5,910
-59% -$330K 0.02% 563
2023
Q2 		$560K Sell
10,090
-1
-0% -$59 0.07% 274
2023
Q1 		$605K Buy
10,091
+4,435
+78% +$274K 0.07% 272
2022
Q4 		$363K Buy
+5,656
New +$363K 0.05% 350
2021
Q4 		– Sell
-3,408
Closed -$207K – 1572
2021
Q3 		$207K Buy
3,408
+2,107
+162% +$126K 0.03% 498
2021
Q2 		$80K Buy
1,301
+1,259
+2,998% +$79.9K 0.01% 794
2021
Q1 		$2K Buy
42
+14
+50% +$972 ﹤0.01% 1544
2020
Q4 		$2K Sell
28
-879
-97% -$67.2K ﹤0.01% 1275
2020
Q3 		$71K Sell
907
-279
-24% -$23.2K 0.04% 346
2020
Q2 		$102K Sell
1,186
-23,295
-95% -$2.24M 0.06% 253
2020
Q1 		$2.71M Buy
+24,481
New +$2.47M 1.73% 11

Other funds holding SH

SFM
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RIM
Ryan Investment Management Basalt, Colorado $221M AUM 23.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
RSWM
Robertson Stephens Wealth Management San Francisco, California $3.57B AUM 28.36% 1-Year Est. Return
TSW
Three Seasons Wealth Salt Lake City, Utah $262M AUM 45.03% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return
FCM
Fourpath Capital Management Oklahoma City, Oklahoma $697M AUM 29.98% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return