Capital Investment Advisory Services’s ProShares Short S&P500 SH Stock Holding History

Capital Investment Advisory Services’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 Q3	–	Sell	-2,500	Closed	-$139K	–	971
2023 Q2	$139K	Buy	+2,500	New	+$147K	0.01%	500
2019 Q1	–	Sell	-68	Closed	-$8K	–	1266
2018 Q4	$8K	Buy	+68	New	+$8.01K	﹤0.01%	856

Other funds holding SH

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RAG

RIA Advisory Group Des Moines, Iowa $460M AUM 29% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

KWM

Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

CPR Investments Rochester, Michigan $130M AUM 29.56% 1-Year Est. Return

Capital Investment Advisory Services's SH Position: Q3 2023 in Review

Capital Investment Advisory Services sold out of ProShares Short S&P500 (SH) in Q3 2023, closing a stake of 2,500 shares — an estimated $139K sold.

Capital Investment Advisory Services first reported a position in SH in Q4 2018 and held it in 2 quarters. The position peaked at $139K in Q2 2023. 205 funds tracked by Wall St. Rank hold SH as of Q3 2023.

Capital Investment Advisory Services reported no remaining ProShares Short S&P500 position as of Q3 2023 after selling out during the quarter.
Capital Investment Advisory Services sold 2,500 ProShares Short S&P500 shares in Q3 2023, an estimated $139K.
Capital Investment Advisory Services first reported a position in ProShares Short S&P500 in Q4 2018 and held it in 2 quarters.
Capital Investment Advisory Services's ProShares Short S&P500 position peaked at $139K in Q2 2023.
205 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q3 2023.

Based on Capital Investment Advisory Services's 13F filing for Q3 2023, filed 2 Nov 2023.