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AXS Investments’s ProShares Short S&P500 SH Stock Holding History

AXS Investments’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 		$1.4M Sell
37,000
-18,000
-33% -$655K 0.57% 45
2025
Q4 		$1.98M Hold
55,000
– – 0.68% 36
2025
Q3 		$2.03M Hold
55,000
– – 0.64% 36
2025
Q2 		$2.18M Hold
55,000
– – 0.9% 30
2025
Q1 		$2.45M Hold
55,000
– – 0.68% 33
2024
Q4 		$2.33M Hold
55,000
– – 0.65% 30
2024
Q3 		$2.39M Buy
+55,000
New +$2.49M 0.63% 32
2024
Q2 		– Sell
-10,591
Closed -$502K – 296
2024
Q1 		$502K Buy
+10,591
New +$530K 0.12% 224

Other funds holding SH

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