BWM
SH icon

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

BerganKDV 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
2023
Q2 		$39.8K Sell
717
-29
-4% -$1.71K ﹤0.01% 404
2023
Q1 		$44.7K Sell
746
-5
-0.7% -$309 ﹤0.01% 403
2022
Q4 		$48.2K Buy
751
+5
+0.7% +$321 0.01% 379
2022
Q3 		$52K Buy
746
+43
+6% +$2.69K 0.01% 368
2022
Q2 		$46K Hold
703
– – 0.01% 392
2022
Q1 		$40K Hold
703
– – ﹤0.01% 420
2021
Q4 		$38K Sell
703
-72
-9% -$4.09K ﹤0.01% 464
2021
Q3 		$47K Buy
775
+115
+17% +$6.86K 0.01% 410
2021
Q2 		$41K Hold
660
– – ﹤0.01% 421
2021
Q1 		$44K Buy
660
+146
+28% +$10.1K 0.01% 384
2020
Q4 		$37K Sell
514
-339
-40% -$25.9K 0.01% 389
2020
Q3 		$69K Buy
+853
New +$70.8K 0.01% 303

Other funds holding SH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $6.6B AUM 44.93% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $299M AUM 18.98% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
ICG
InterOcean Capital Group Nashville, Tennessee $4.19B AUM 26.29% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
TC
Telemus Capital Southfield, Michigan $1.21B AUM 23.28% 1-Year Est. Return