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Carlton Hofferkamp & Jenks Wealth Management’s ProShares Short S&P500 SH Stock Holding History

Carlton Hofferkamp & Jenks Wealth Management’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
-4,858
Closed -$291K – 138
2023
Q1 		$291K Buy
+4,858
New +$300K 0.13% 107
2013
Q4 		– Sell
-7,469
Closed -$1.67M – 49
2013
Q3 		$1.67M Sell
7,469
-531
-7% -$120K 2.68% 11
2013
Q2 		$1.9M Buy
+8,000
New +$1.9M 3.04% 7

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

Carlton Hofferkamp & Jenks Wealth Management's SH Position: Q2 2023 in Review

Carlton Hofferkamp & Jenks Wealth Management sold out of ProShares Short S&P500 (SH) in Q2 2023, closing a stake of 4,858 shares — an estimated $291K sold.

Carlton Hofferkamp & Jenks Wealth Management first reported a position in SH in Q2 2013 and held it in 3 quarters. The position peaked at $1.9M in Q2 2013. 208 funds tracked by Wall St. Rank hold SH as of Q2 2023.

  • Carlton Hofferkamp & Jenks Wealth Management reported no remaining ProShares Short S&P500 position as of Q2 2023 after selling out during the quarter.
  • Carlton Hofferkamp & Jenks Wealth Management sold 4,858 ProShares Short S&P500 shares in Q2 2023, an estimated $291K.
  • Carlton Hofferkamp & Jenks Wealth Management first reported a position in ProShares Short S&P500 in Q2 2013 and held it in 3 quarters.
  • Carlton Hofferkamp & Jenks Wealth Management's ProShares Short S&P500 position peaked at $1.9M in Q2 2013.
  • 208 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q2 2023.

Based on Carlton Hofferkamp & Jenks Wealth Management's 13F filing for Q2 2023, filed 7 Aug 2023.