CFIM
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Client First Investment Management’s ProShares Short S&P500 SH Stock Holding History

Client First Investment Management’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
Q4 		– Sell
-49,427
Closed -$1.83M – 38
2025
Q3 		$1.83M Buy
+49,427
New +$1.91M 0.93% 18

Other funds holding SH

SFM
Stack Financial Management Whitefish, Montana $1.28B AUM 18.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CI
CPR Investments Rochester, Michigan $130M AUM 29.56% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Client First Investment Management's SH Position: Q4 2025 in Review

Client First Investment Management sold out of ProShares Short S&P500 (SH) in Q4 2025, closing a stake of 49,427 shares — an estimated $1.83M sold.

Client First Investment Management first reported a position in SH in Q3 2025 and held it in 1 quarter. The position peaked at $1.83M in Q3 2025. 114 funds tracked by Wall St. Rank hold SH as of Q4 2025.

  • Client First Investment Management reported no remaining ProShares Short S&P500 position as of Q4 2025 after selling out during the quarter.
  • Client First Investment Management sold 49,427 ProShares Short S&P500 shares in Q4 2025, an estimated $1.83M.
  • Client First Investment Management first reported a position in ProShares Short S&P500 in Q3 2025 and held it in 1 quarter.
  • Client First Investment Management's ProShares Short S&P500 position peaked at $1.83M in Q3 2025.
  • 114 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q4 2025.

Based on Client First Investment Management's 13F filing for Q4 2025, filed 9 Feb 2026.