Aveo Capital Partners’s ProShares Short S&P500 SH Stock Holding History

Aveo Capital 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
2025 Q1	–	Sell	-9,326	Closed	-$395K	–	298
2024 Q4	$395K	Sell	9,326 -26,211	-74%	-$1.12M	0.04%	241
2024 Q3	$1.54M	Buy	35,537 +32,182	+959%	+$1.46M	0.16%	102
2024 Q2	$153K	Buy	3,355 +402	+14%	+$19.2K	0.02%	315
2024 Q1	$144K	Sell	2,953 -199	-6%	-$9.96K	0.02%	359
2023 Q4	$164K	Sell	3,152 -7,449	-70%	-$417K	0.02%	333
2023 Q3	$614K	Buy	+10,601	New	+$592K	0.08%	174
2023 Q2	–	Sell	-5,779	Closed	-$347K	–	356
2023 Q1	$347K	Sell	5,779 -9,150	-61%	-$565K	0.05%	248
2022 Q4	$957K	Buy	14,929 +9,657	+183%	+$619K	0.14%	114
2022 Q3	$364K	Sell	5,272 -72	-1%	-$4.51K	0.06%	192
2022 Q2	$353K	Buy	5,344 +2,082	+64%	+$129K	0.06%	208
2022 Q1	$184K	Buy	3,262 +665	+26%	+$38.4K	0.03%	265
2021 Q4	$141K	Buy	+2,597	New	+$147K	0.03%	275
2017 Q2	–	Sell	-1,921	Closed	-$265K	–	143
2017 Q1	$265K	Buy	+1,921	New	+$270K	0.1%	93

Other funds holding SH

SFM

Stack Financial Management Whitefish, Montana $1.36B AUM 28.24% 1-Year Est. Return

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

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

Sykon Capital Harrison, New York $300M AUM 16.74% 1-Year Est. Return

FNC

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

RAM

Revere Asset Management Dallas, Texas $195M AUM 80.44% 1-Year Est. Return

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

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return

MCP

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

AWA

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

Aveo Capital Partners's SH Position: Q1 2025 in Review

Aveo Capital Partners sold out of ProShares Short S&P500 (SH) in Q1 2025, closing a stake of 9,326 shares — an estimated $395K sold.

Aveo Capital Partners first reported a position in SH in Q1 2017 and held it in 13 quarters. The position peaked at $1.54M in Q3 2024. 136 funds tracked by Wall St. Rank hold SH as of Q1 2025.

Aveo Capital Partners reported no remaining ProShares Short S&P500 position as of Q1 2025 after selling out during the quarter.
Aveo Capital Partners sold 9,326 ProShares Short S&P500 shares in Q1 2025, an estimated $395K.
Aveo Capital Partners first reported a position in ProShares Short S&P500 in Q1 2017 and held it in 13 quarters.
Aveo Capital Partners's ProShares Short S&P500 position peaked at $1.54M in Q3 2024.
136 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q1 2025.

Based on Aveo Capital Partners's 13F filing for Q1 2025, filed 12 May 2025.