BlueChip Wealth Advisors’s ProShares Short S&P500 SH Stock Holding History

BlueChip 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
2024 Q4	–	Sell	-10,602	Closed	-$460K	–	157
2024 Q3	$460K	Sell	10,602 -3,008	-22%	-$136K	0.24%	83
2024 Q2	$621K	Sell	13,610 -5,472	-29%	-$262K	0.37%	59
2024 Q1	$905K	Sell	19,082 -12,576	-40%	-$629K	0.58%	40
2023 Q4	$1.64M	Buy	+31,658	New	+$1.77M	1.15%	21

Other funds holding SH

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First National Corp Rockland, Massachusetts $527M AUM 12.33% 1-Year Est. Return

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

RIA Advisory Group Des Moines, Iowa $409M AUM 30.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Wakefield Asset Management Englewood, Colorado $377M AUM 38.72% 1-Year Est. Return

Mirador Capital Partners Pleasanton, California $816M AUM 42.46% 1-Year Est. Return

Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return

Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return