AFP
SH icon

Ausdal Financial Partners’s ProShares Short S&P500 SH Stock Holding History

Ausdal Financial Partners’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
2023
Q1 		– Sell
-2,667
Closed -$171K – 465
2022
Q4 		$171K Buy
+2,667
New +$171K 0.02% 421
2016
Q4 		– Sell
-1,630
Closed -$248K – 275
2016
Q3 		$248K Hold
1,630
– – 0.13% 201
2016
Q2 		$259K Buy
1,630
+11
+0.7% +$1.78K 0.13% 184
2016
Q1 		$264K Sell
1,619
-225
-12% -$39.1K 0.15% 170
2015
Q4 		$308K Buy
+1,844
New +$309K 0.16% 153

Other funds holding SH

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $328M AUM 24.93% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.23B AUM 23.59% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
CI
CPR Investments Rochester, Michigan $130M AUM 29.56% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Ausdal Financial Partners's SH Position: Q1 2023 in Review

Ausdal Financial Partners sold out of ProShares Short S&P500 (SH) in Q1 2023, closing a stake of 2,667 shares — an estimated $171K sold.

Ausdal Financial Partners first reported a position in SH in Q4 2015 and held it in 5 quarters. The position peaked at $308K in Q4 2015. 221 funds tracked by Wall St. Rank hold SH as of Q1 2023.

  • Ausdal Financial Partners reported no remaining ProShares Short S&P500 position as of Q1 2023 after selling out during the quarter.
  • Ausdal Financial Partners sold 2,667 ProShares Short S&P500 shares in Q1 2023, an estimated $171K.
  • Ausdal Financial Partners first reported a position in ProShares Short S&P500 in Q4 2015 and held it in 5 quarters.
  • Ausdal Financial Partners's ProShares Short S&P500 position peaked at $308K in Q4 2015.
  • 221 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q1 2023.

Based on Ausdal Financial Partners's 13F filing for Q1 2023, filed 4 May 2023.