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Clarus Wealth Advisors’s ProShares Short S&P500 SH Stock Holding History

Clarus Wealth Advisors’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
2022
Q4 		– Sell
-11,860
Closed -$813K – 125
2022
Q3 		$813K Buy
+11,860
New +$743K 0.58% 37

Other funds holding SH

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SFM
Stack Financial Management Whitefish, Montana $1.36B AUM 28.24% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Clarus Wealth Advisors's SH Position: Q4 2022 in Review

Clarus Wealth Advisors sold out of ProShares Short S&P500 (SH) in Q4 2022, closing a stake of 11,860 shares — an estimated $813K sold.

Clarus Wealth Advisors first reported a position in SH in Q3 2022 and held it in 1 quarter. The position peaked at $813K in Q3 2022. 256 funds tracked by Wall St. Rank hold SH as of Q4 2022.

  • Clarus Wealth Advisors reported no remaining ProShares Short S&P500 position as of Q4 2022 after selling out during the quarter.
  • Clarus Wealth Advisors sold 11,860 ProShares Short S&P500 shares in Q4 2022, an estimated $813K.
  • Clarus Wealth Advisors first reported a position in ProShares Short S&P500 in Q3 2022 and held it in 1 quarter.
  • Clarus Wealth Advisors's ProShares Short S&P500 position peaked at $813K in Q3 2022.
  • 256 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q4 2022.

Based on Clarus Wealth Advisors's 13F filing for Q4 2022, filed 12 Jan 2023.