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Cavalier Investments’s ProShares Short S&P500 SH Stock Holding History

Cavalier Investments’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
-76,184
Closed -$4.57M – 114
2023
Q1 		$4.57M Buy
+76,184
New +$4.7M 1.87% 24
2022
Q2 		– Sell
-150,301
Closed -$8.47M – 98
2022
Q1 		$8.47M Buy
+150,301
New +$8.68M 2.21% 14

Other funds holding SH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $328M AUM 24.93% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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 $18.5B AUM 19.51% 1-Year Est. Return
TC
Telemus Capital Southfield, Michigan $1.21B AUM 23.28% 1-Year Est. Return

Cavalier Investments's SH Position: Q2 2023 in Review

Cavalier Investments sold out of ProShares Short S&P500 (SH) in Q2 2023, closing a stake of 76,184 shares — an estimated $4.57M sold.

Cavalier Investments first reported a position in SH in Q1 2022 and held it in 2 quarters. The position peaked at $8.47M in Q1 2022. 209 funds tracked by Wall St. Rank hold SH as of Q2 2023.

  • Cavalier Investments reported no remaining ProShares Short S&P500 position as of Q2 2023 after selling out during the quarter.
  • Cavalier Investments sold 76,184 ProShares Short S&P500 shares in Q2 2023, an estimated $4.57M.
  • Cavalier Investments first reported a position in ProShares Short S&P500 in Q1 2022 and held it in 2 quarters.
  • Cavalier Investments's ProShares Short S&P500 position peaked at $8.47M in Q1 2022.
  • 209 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q2 2023.

Based on Cavalier Investments's 13F filing for Q2 2023, filed 11 Aug 2023.