Clarity Financial’s ProShares Short S&P500 SH Stock Holding History

Clarity Financial’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
2024 Q4	–	Sell	-38,861	Closed	-$1.69M	–	155
2024 Q3	$1.69M	Buy	+38,861	New	+$1.76M	0.2%	54
2024 Q2	–	Sell	-74,695	Closed	-$3.54M	–	129
2024 Q1	$3.54M	Buy	+74,695	New	+$3.74M	0.54%	39
2023 Q3	–	Sell	-26,949	Closed	-$1.5M	–	125
2023 Q2	$1.5M	Buy	+26,949	New	+$1.59M	0.21%	48
2022 Q2	–	Sell	-13,172	Closed	-$742K	–	98
2022 Q1	$742K	Sell	13,172 -27,311	-67%	-$1.58M	0.15%	56
2021 Q4	$2.21M	Buy	+40,483	New	+$2.3M	0.34%	49

Other funds holding SH

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

FNC

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

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

RAG

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

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

AWA

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

WAM

Wakefield Asset Management Englewood, Colorado $444M AUM 46.63% 1-Year Est. Return

MCP

Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return

AWM

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

Clarity Financial's SH Position: Q4 2024 in Review

Clarity Financial sold out of ProShares Short S&P500 (SH) in Q4 2024, closing a stake of 38,861 shares — an estimated $1.69M sold.

Clarity Financial first reported a position in SH in Q4 2021 and held it in 5 quarters. The position peaked at $3.54M in Q1 2024. 121 funds tracked by Wall St. Rank hold SH as of Q4 2024.

Clarity Financial reported no remaining ProShares Short S&P500 position as of Q4 2024 after selling out during the quarter.
Clarity Financial sold 38,861 ProShares Short S&P500 shares in Q4 2024, an estimated $1.69M.
Clarity Financial first reported a position in ProShares Short S&P500 in Q4 2021 and held it in 5 quarters.
Clarity Financial's ProShares Short S&P500 position peaked at $3.54M in Q1 2024.
121 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q4 2024.

Based on Clarity Financial's 13F filing for Q4 2024, filed 23 Jan 2025.