AWM
SH icon

Axxcess Wealth Management’s ProShares Short S&P500 SH Stock Holding History

Axxcess Wealth Management’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 		– Sell
-284,174
Closed -$10.2M – 898
2025
Q4 		$10.2M Buy
284,174
+36,108
+15% +$1.32M 0.18% 115
2025
Q3 		$9.17M Sell
248,066
-134
-0.1% -$5.17K 0.19% 99
2025
Q2 		$9.85M Buy
248,200
+49,099
+25% +$2.13M 0.24% 85
2025
Q1 		$8.87M Buy
199,101
+4,180
+2% +$178K 0.24% 79
2024
Q4 		$8.26M Buy
194,921
+14,404
+8% +$613K 0.2% 90
2024
Q3 		$7.83M Buy
180,517
+28,364
+19% +$1.29M 0.2% 93
2024
Q2 		$6.94M Buy
152,153
+24,126
+19% +$1.16M 0.19% 99
2024
Q1 		$6.07M Buy
128,027
+4,682
+4% +$234K 0.17% 112
2023
Q4 		$6.41M Buy
123,345
+1,201
+1% +$67.3K 0.19% 106
2023
Q3 		$7.07M Sell
122,144
-639
-0.5% -$35.7K 0.24% 82
2023
Q2 		$6.82M Buy
122,783
+29,755
+32% +$1.75M 0.49% 43
2023
Q1 		$5.58M Buy
93,028
+2,714
+3% +$168K 0.44% 52
2022
Q4 		$5.79M Sell
90,314
-47,232
-34% -$3.03M 0.48% 46
2022
Q3 		$9.51M Buy
137,546
+41,197
+43% +$2.58M 0.96% 19
2022
Q2 		$6.36M Sell
96,349
-26,715
-22% -$1.65M 0.63% 31
2022
Q1 		$6.94M Buy
123,064
+3,170
+3% +$183K 0.55% 36
2021
Q4 		$6.53M Buy
+119,894
New +$6.81M 0.5% 45

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