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Brendel Financial Advisors’s ProShares Short S&P500 SH Stock Holding History

Brendel Financial 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
2023
Q1 		– Sell
-11,263
Closed -$722K – 86
2022
Q4 		$722K Buy
+11,263
New +$722K 1.45% 21

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KWM
Kaydan Wealth Management Fenton, Michigan $328M AUM 24.93% 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 $1.87B AUM 37.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
CI
CPR Investments Rochester, Michigan $130M AUM 29.56% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Brendel Financial Advisors's SH Position: Q1 2023 in Review

Brendel Financial Advisors sold out of ProShares Short S&P500 (SH) in Q1 2023, closing a stake of 11,263 shares — an estimated $722K sold.

Brendel Financial Advisors first reported a position in SH in Q4 2022 and held it in 1 quarter. The position peaked at $722K in Q4 2022. 222 funds tracked by Wall St. Rank hold SH as of Q1 2023.

  • Brendel Financial Advisors reported no remaining ProShares Short S&P500 position as of Q1 2023 after selling out during the quarter.
  • Brendel Financial Advisors sold 11,263 ProShares Short S&P500 shares in Q1 2023, an estimated $722K.
  • Brendel Financial Advisors first reported a position in ProShares Short S&P500 in Q4 2022 and held it in 1 quarter.
  • Brendel Financial Advisors's ProShares Short S&P500 position peaked at $722K in Q4 2022.
  • 222 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q1 2023.

Based on Brendel Financial Advisors's 13F filing for Q1 2023, filed 6 Apr 2023.