Beacon Pointe Advisors’s ProShares Short S&P500 SH Stock Holding History

Beacon Pointe 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	$302K	Sell	9,157 -2,462	-21%	-$84.3K	﹤0.01%	1600
2026 Q1	$441K	Buy	11,619 +1,576	+16%	+$57.3K	﹤0.01%	1355
2025 Q4	$362K	Sell	10,043 -15,188	-60%	-$556K	﹤0.01%	1183
2025 Q3	$933K	Sell	25,231 -9,973	-28%	-$385K	0.01%	781
2025 Q2	$1.4M	Sell	35,204 -24,927	-41%	-$1.08M	0.01%	574
2025 Q1	$2.68M	Sell	60,131 -12,355	-17%	-$526K	0.03%	405
2024 Q4	$3.07M	Buy	+72,486	New	+$3.09M	0.03%	359
2024 Q3	–	Sell	-77,712	Closed	-$3.55M	–	1307
2024 Q2	$3.55M	Sell	77,712 -5,913	-7%	-$283K	0.04%	350
2024 Q1	$3.97M	Buy	83,625 +6,019	+8%	+$301K	0.04%	350
2023 Q4	$4.03M	Sell	77,606 -27,138	-26%	-$1.52M	0.05%	331
2023 Q3	$6.06M	Buy	+104,744	New	+$5.85M	0.08%	229
2023 Q2	–	Sell	-105,994	Closed	-$6.36M	–	1178
2023 Q1	$6.36M	Buy	105,994 +84,975	+404%	+$5.25M	0.11%	181
2022 Q4	$1.35M	Buy	21,019 +25	+0.1%	+$1.6K	0.03%	444
2022 Q3	$1.45M	Hold	20,994	–	–	0.03%	385
2022 Q2	$1.39M	Sell	20,994 -761	-3%	-$47K	0.03%	399
2022 Q1	$1.23M	Buy	+21,755	New	+$1.26M	0.02%	564

Other funds holding SH

SFM

Stack Financial Management Whitefish, Montana $1.28B AUM 18.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return

DRW Securities Chicago, Illinois $4.11B AUM 21.98% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

GWANC

Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.78B AUM 19.66% 1-Year Est. Return

Beacon Pointe Advisors's SH Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its ProShares Short S&P500 (SH) stake by 21% in Q2 2026, selling an estimated $84.3K and leaving 9,157 shares worth $302K. The position accounts for ﹤0.01% of the portfolio, ranked #1600.

Beacon Pointe Advisors first reported a position in SH in Q1 2022 and has held it in 16 quarters since. The position peaked at $6.36M in Q1 2023. 116 funds tracked by Wall St. Rank hold SH as of Q2 2026.

Beacon Pointe Advisors held 9,157 shares of ProShares Short S&P500 worth $302K as of Q2 2026.
Beacon Pointe Advisors sold 2,462 ProShares Short S&P500 shares in Q2 2026, an estimated $84.3K.
ProShares Short S&P500 made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1600 holding.
Beacon Pointe Advisors first reported a position in ProShares Short S&P500 in Q1 2022 and has held it in 16 quarters since.
Beacon Pointe Advisors's ProShares Short S&P500 position peaked at $6.36M in Q1 2023.
116 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.