CIBC Private Wealth Group’s ProShares Short S&P500 SH Stock Holding History

CIBC Private Wealth Group’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 Q2	–	Sell	-4,765	Closed	-$238K	–	3286
2025 Q1	$238K	Buy	+4,765	New	+$203K	﹤0.01%	1020
2024 Q4	–	Sell	-4,795	Closed	-$208K	–	3162
2024 Q3	$208K	Buy	4,795 +45	+0.9%	+$2.04K	﹤0.01%	1171
2024 Q2	$213K	Buy	+4,750	New	+$227K	﹤0.01%	1072
2023 Q3	–	Sell	-2,750	Closed	-$153K	–	1123
2023 Q2	$153K	Hold	2,750	–	–	﹤0.01%	849
2023 Q1	$165K	Hold	2,750	–	–	﹤0.01%	852
2022 Q4	$176	Buy	+2,750	New	+$176K	﹤0.01%	822
2022 Q3	–	Sell	-1,715	Closed	-$113K	–	1149
2022 Q2	$113K	Hold	1,715	–	–	﹤0.01%	917
2022 Q1	$97K	Buy	+1,715	New	+$99.1K	﹤0.01%	1003
2017 Q1	–	Sell	-3,044	Closed	-$445K	–	597
2016 Q4	$445K	Hold	3,044	–	–	﹤0.01%	531
2016 Q3	$464K	Hold	3,044	–	–	﹤0.01%	530
2016 Q2	$483K	Buy	3,044 +1,239	+69%	+$200K	﹤0.01%	531
2016 Q1	$295K	Buy	+1,805	New	+$313K	﹤0.01%	556

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

RCP

Rothschild Capital Partners New York $467M AUM 31.7% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

FNC

First National Corp Rockland, Massachusetts $527M AUM 12.33% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

CIBC Private Wealth Group's SH Position: Q2 2025 in Review

CIBC Private Wealth Group sold out of ProShares Short S&P500 (SH) in Q2 2025, closing a stake of 4,765 shares — an estimated $238K sold.

CIBC Private Wealth Group first reported a position in SH in Q1 2016 and held it in 12 quarters. The position peaked at $483K in Q2 2016. 123 funds tracked by Wall St. Rank hold SH as of Q2 2025.

CIBC Private Wealth Group reported no remaining ProShares Short S&P500 position as of Q2 2025 after selling out during the quarter.
CIBC Private Wealth Group sold 4,765 ProShares Short S&P500 shares in Q2 2025, an estimated $238K.
CIBC Private Wealth Group first reported a position in ProShares Short S&P500 in Q1 2016 and held it in 12 quarters.
CIBC Private Wealth Group's ProShares Short S&P500 position peaked at $483K in Q2 2016.
123 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q2 2025.

Based on CIBC Private Wealth Group's 13F filing for Q2 2025, filed 12 Aug 2025.