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Camelot Portfolios’s ProShares Short S&P500 SH Stock Holding History

Camelot Portfolios’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 		– Sell
-11,851
Closed -$711K – 202
2023
Q1 		$711K Buy
11,851
+3,420
+41% +$211K 0.5% 60
2022
Q4 		$541K Buy
+8,431
New +$541K 0.4% 77

Other funds holding SH

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $328M AUM 24.93% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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 $21.5B AUM 26.98% 1-Year Est. Return
TC
Telemus Capital Southfield, Michigan $1.21B AUM 23.28% 1-Year Est. Return

Camelot Portfolios's SH Position: Q2 2023 in Review

Camelot Portfolios sold out of ProShares Short S&P500 (SH) in Q2 2023, closing a stake of 11,851 shares — an estimated $711K sold.

Camelot Portfolios first reported a position in SH in Q4 2022 and held it in 2 quarters. The position peaked at $711K in Q1 2023. 208 funds tracked by Wall St. Rank hold SH as of Q2 2023.

  • Camelot Portfolios reported no remaining ProShares Short S&P500 position as of Q2 2023 after selling out during the quarter.
  • Camelot Portfolios sold 11,851 ProShares Short S&P500 shares in Q2 2023, an estimated $711K.
  • Camelot Portfolios first reported a position in ProShares Short S&P500 in Q4 2022 and held it in 2 quarters.
  • Camelot Portfolios's ProShares Short S&P500 position peaked at $711K in Q1 2023.
  • 208 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q2 2023.

Based on Camelot Portfolios's 13F filing for Q2 2023, filed 25 Jul 2023.