Avantax Advisory Services’s ProShares Short S&P500 SH Stock Holding History

Avantax Advisory Services’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 Q2	–	Sell	-171,617	Closed	-$7.65M	–	2432
2025 Q1	$7.65M	Buy	+171,617	New	+$7.31M	0.05%	308

Other funds holding SH

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RCP

Rothschild Capital Partners New York $408M AUM 25.87% 1-Year Est. Return

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

FNC

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

AWM

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

AWA

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Avantax Advisory Services's SH Position: Q2 2025 in Review

Avantax Advisory Services sold out of ProShares Short S&P500 (SH) in Q2 2025, closing a stake of 171,617 shares — an estimated $7.65M sold.

Avantax Advisory Services first reported a position in SH in Q1 2025 and held it in 1 quarter. The position peaked at $7.65M in Q1 2025. 123 funds tracked by Wall St. Rank hold SH as of Q2 2025.

Avantax Advisory Services reported no remaining ProShares Short S&P500 position as of Q2 2025 after selling out during the quarter.
Avantax Advisory Services sold 171,617 ProShares Short S&P500 shares in Q2 2025, an estimated $7.65M.
Avantax Advisory Services first reported a position in ProShares Short S&P500 in Q1 2025 and held it in 1 quarter.
Avantax Advisory Services's ProShares Short S&P500 position peaked at $7.65M in Q1 2025.
123 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.