CPP
SH icon

Capasso Planning Partners’s ProShares Short S&P500 SH Stock Holding History

Capasso Planning Partners’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
2025
Q4 		– Sell
-10,102
Closed -$373K – 84
2025
Q3 		$373K Sell
10,102
-678
-6% -$26.2K 0.23% 53
2025
Q2 		$428K Buy
+10,780
New +$467K 0.24% 54
2023
Q2 		– Sell
-2,938
Closed -$176K – 102
2023
Q1 		$176K Sell
2,938
-62
-2% -$3.83K 0.1% 92
2022
Q4 		$192K Buy
+3,000
New +$192K 0.12% 97

Other funds holding SH

SFM
Stack Financial Management Whitefish, Montana $1.28B AUM 18.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CI
CPR Investments Rochester, Michigan $130M AUM 29.56% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Capasso Planning Partners's SH Position: Q4 2025 in Review

Capasso Planning Partners sold out of ProShares Short S&P500 (SH) in Q4 2025, closing a stake of 10,102 shares — an estimated $373K sold.

Capasso Planning Partners first reported a position in SH in Q4 2022 and held it in 4 quarters. The position peaked at $428K in Q2 2025. 114 funds tracked by Wall St. Rank hold SH as of Q4 2025.

  • Capasso Planning Partners reported no remaining ProShares Short S&P500 position as of Q4 2025 after selling out during the quarter.
  • Capasso Planning Partners sold 10,102 ProShares Short S&P500 shares in Q4 2025, an estimated $373K.
  • Capasso Planning Partners first reported a position in ProShares Short S&P500 in Q4 2022 and held it in 4 quarters.
  • Capasso Planning Partners's ProShares Short S&P500 position peaked at $428K in Q2 2025.
  • 114 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q4 2025.

Based on Capasso Planning Partners's 13F filing for Q4 2025, filed 17 Feb 2026.