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

Clearview 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
2024 Q1	–	Sell	-37,889	Closed	-$1.97M	–	127
2023 Q4	$1.97M	Buy	+37,889	New	+$2.12M	2.3%	7
2023 Q3	–	Sell	-14	Closed	-$750	–	531
2023 Q2	$750	Hold	14	–	–	﹤0.01%	620
2023 Q1	$810	Buy	+14	New	+$865	﹤0.01%	593

Other funds holding SH

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Pineridge Advisors St. Charles, Missouri $350M AUM 6.38% 1-Year Est. Return

RAG

RIA Advisory Group Des Moines, Iowa $421M AUM 30.78% 1-Year Est. Return

ICG

InterOcean Capital Group Nashville, Tennessee $4.19B AUM 26.29% 1-Year Est. Return

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

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Clearview Wealth Advisors's SH Position: Q1 2024 in Review

Clearview Wealth Advisors sold out of ProShares Short S&P500 (SH) in Q1 2024, closing a stake of 37,889 shares — an estimated $1.97M sold.

Clearview Wealth Advisors first reported a position in SH in Q1 2023 and held it in 3 quarters. The position peaked at $1.97M in Q4 2023. 158 funds tracked by Wall St. Rank hold SH as of Q1 2024.

Clearview Wealth Advisors reported no remaining ProShares Short S&P500 position as of Q1 2024 after selling out during the quarter.
Clearview Wealth Advisors sold 37,889 ProShares Short S&P500 shares in Q1 2024, an estimated $1.97M.
Clearview Wealth Advisors first reported a position in ProShares Short S&P500 in Q1 2023 and held it in 3 quarters.
Clearview Wealth Advisors's ProShares Short S&P500 position peaked at $1.97M in Q4 2023.
158 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q1 2024.

Based on Clearview Wealth Advisors's 13F filing for Q1 2024, filed 10 Apr 2024.