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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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FNC
First National Corp Rockland, Massachusetts $527M AUM 12.33% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
RAG
RIA Advisory Group Des Moines, Iowa $460M AUM 29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return
WAM
Wakefield Asset Management Englewood, Colorado $444M AUM 46.63% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 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

BlueChip Wealth Advisors's SH Position: Q4 2024 in Review

BlueChip Wealth Advisors sold out of ProShares Short S&P500 (SH) in Q4 2024, closing a stake of 10,602 shares — an estimated $460K sold.

BlueChip Wealth Advisors first reported a position in SH in Q4 2023 and held it in 4 quarters. The position peaked at $1.64M in Q4 2023. 121 funds tracked by Wall St. Rank hold SH as of Q4 2024.

  • BlueChip Wealth Advisors reported no remaining ProShares Short S&P500 position as of Q4 2024 after selling out during the quarter.
  • BlueChip Wealth Advisors sold 10,602 ProShares Short S&P500 shares in Q4 2024, an estimated $460K.
  • BlueChip Wealth Advisors first reported a position in ProShares Short S&P500 in Q4 2023 and held it in 4 quarters.
  • BlueChip Wealth Advisors's ProShares Short S&P500 position peaked at $1.64M in Q4 2023.
  • 121 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q4 2024.

Based on BlueChip Wealth Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.