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B. Riley Wealth Advisors’s ProShares Short S&P500 SH Stock Holding History

B. Riley Wealth Advisors’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
Q2 		$1.38M Buy
41,563
+939
+2% +$32.1K 0.07% 235
2026
Q1 		$1.59M Sell
40,624
-6,551
-14% -$238K 0.1% 198
2025
Q4 		$1.7M Sell
47,175
-30,170
-39% -$1.11M 0.08% 233
2025
Q3 		$2.86M Sell
77,345
-15,736
-17% -$607K 0.13% 158
2025
Q2 		$3.69M Buy
+93,081
New +$4.03M 0.17% 125
2024
Q4 		$3.21M Sell
75,771
-12,874
-15% -$548K 0.11% 195
2024
Q3 		$3.89M Sell
88,645
-67,483
-43% -$3.06M 0.11% 193
2024
Q2 		$7.25M Sell
156,128
-118,375
-43% -$5.67M 0.18% 112
2024
Q1 		$15.9M Buy
274,503
+84,875
+45% +$4.25M 0.43% 44
2023
Q4 		$9.85M Sell
189,628
-84,875
-31% -$4.75M 0.27% 75
2023
Q3 		$15.9M Sell
274,503
-325,227
-54% -$18.2M 0.43% 44
2023
Q2 		$33.3M Buy
599,730
+16,829
+3% +$992K 0.75% 15
2023
Q1 		$35M Buy
582,901
+150,407
+35% +$9.29M 0.93% 11
2022
Q4 		$27.7M Sell
432,494
-6,006
-1% -$385K 0.78% 18
2022
Q3 		$30.3M Buy
438,500
+435,003
+12,439% +$27.2M 0.92% 9
2022
Q2 		$231K Buy
+3,497
New +$216K 0.01% 982
2016
Q3 		– Sell
-2,957
Closed -$470K – 651
2016
Q2 		$470K Buy
2,957
+746
+34% +$120K 0.09% 266
2016
Q1 		$361K Buy
+2,211
New +$384K 0.08% 301
2015
Q1 		– Sell
-688
Closed -$120 – 1747
2014
Q4 		$120 Buy
+688
New +$124K ﹤0.01% 1618
2014
Q3 		– Sell
-932
Closed -$174K – 1683
2014
Q2 		$174K Sell
932
-688
-42% -$133K 0.04% 498
2014
Q1 		$320K Sell
1,620
-182
-10% -$36.8K 0.1% 249
2013
Q4 		$364K Buy
1,802
+155
+9% +$32.9K 0.12% 198
2013
Q3 		$369K Sell
1,647
-2,043
-55% -$462K 0.13% 180
2013
Q2 		$876K Buy
+3,690
New +$877K 0.3% 72

Other funds holding SH

CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return
AFS
AFG Fiduciary Services Hingham, Massachusetts $128M AUM 24.3% 1-Year Est. Return
ADBIC
A.D. Beadell Investment Counsel Mequon, Wisconsin $156M AUM 29.03% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
BA
Ballew Advisors Jackson, Mississippi $194M AUM 20.37% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
VWM
Vigilare Wealth Management Scottsdale, Arizona $326M AUM 21.58% 1-Year Est. Return
AAMA
Advanced Asset Management Advisors Dublin, Ohio $380M AUM 31.88% 1-Year Est. Return

B. Riley Wealth Advisors's SH Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its ProShares Short S&P500 (SH) stake by 2.3% in Q2 2026, buying an estimated $32.1K and bringing the position to 41,563 shares worth $1.38M. The position accounts for 0.07% of the portfolio, ranked #235.

B. Riley Wealth Advisors first reported a position in SH in Q2 2013 and has held it in 24 quarters since. The position peaked at $35M in Q1 2023. 14 funds tracked by Wall St. Rank hold SH as of Q2 2026.

  • B. Riley Wealth Advisors held 41,563 shares of ProShares Short S&P500 worth $1.38M as of Q2 2026.
  • B. Riley Wealth Advisors bought 939 ProShares Short S&P500 shares in Q2 2026, an estimated $32.1K.
  • ProShares Short S&P500 made up 0.07% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #235 holding.
  • B. Riley Wealth Advisors first reported a position in ProShares Short S&P500 in Q2 2013 and has held it in 24 quarters since.
  • B. Riley Wealth Advisors's ProShares Short S&P500 position peaked at $35M in Q1 2023.
  • 14 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.