Atria Wealth Solutions’s ProShares Short S&P500 SH Stock Holding History

Atria Wealth Solutions’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 Q2	–	Sell	-10,850	Closed	-$515K	–	2050
2024 Q1	$515K	Sell	10,850 -912	-8%	-$45.6K	0.01%	1245
2023 Q4	$611K	Buy	+11,762	New	+$659K	0.01%	1110
2023 Q1	–	Sell	-4,202	Closed	-$269K	–	1945
2022 Q4	$269K	Buy	+4,202	New	+$269K	﹤0.01%	1425

Other funds holding SH

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

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

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

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

CPR Investments Rochester, Michigan $130M AUM 29.56% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

MCP

Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Atria Wealth Solutions's SH Position: Q2 2024 in Review

Atria Wealth Solutions sold out of ProShares Short S&P500 (SH) in Q2 2024, closing a stake of 10,850 shares — an estimated $515K sold.

Atria Wealth Solutions first reported a position in SH in Q4 2022 and held it in 3 quarters. The position peaked at $611K in Q4 2023. 140 funds tracked by Wall St. Rank hold SH as of Q2 2024.

Atria Wealth Solutions reported no remaining ProShares Short S&P500 position as of Q2 2024 after selling out during the quarter.
Atria Wealth Solutions sold 10,850 ProShares Short S&P500 shares in Q2 2024, an estimated $515K.
Atria Wealth Solutions first reported a position in ProShares Short S&P500 in Q4 2022 and held it in 3 quarters.
Atria Wealth Solutions's ProShares Short S&P500 position peaked at $611K in Q4 2023.
140 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q2 2024.

Based on Atria Wealth Solutions's 13F filing for Q2 2024, filed 22 Jul 2024.