CPR Investments’s ProShares Short Financials SEF Stock Holding History

CPR Investments’s Portfolio SEF Stock Details SEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$223K	Buy	+7,099	New	+$231K	0.17%	51
2025 Q3	–	Sell	-6,245	Closed	-$201K	–	54
2025 Q2	$201K	Buy	+6,245	New	+$214K	0.16%	43
2024 Q3	–	Sell	-7,693	Closed	-$322K	–	42
2024 Q2	$322K	Buy	+7,693	New	+$324K	0.27%	35
2023 Q3	–	Sell	-77,495	Closed	-$3.95M	–	39
2023 Q2	$3.95M	Sell	77,495 -121,796	-61%	-$6.44M	3.79%	12
2023 Q1	$10.6M	Buy	+199,291	New	+$10.1M	10.22%	4

Other funds holding SEF

Savior LLC Wellesley Hills, Massachusetts $34.9M AUM 32.88% 1-Year Est. Return

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

IWM

IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

CPR Investments's SEF Position: Q2 2026 in Review

CPR Investments opened a new position in ProShares Short Financials (SEF) in Q2 2026: 7,099 shares worth $223K. The stake represents 0.17% of the portfolio and ranks #51 among its holdings. This is a return to the name: CPR Investments previously reported a position in SEF as recently as Q2 2025.

CPR Investments first reported a position in SEF in Q1 2023 and has held it in 5 quarters since. The position peaked at $10.6M in Q1 2023. 6 funds tracked by Wall St. Rank hold SEF as of Q2 2026.

CPR Investments held 7,099 shares of ProShares Short Financials worth $223K as of Q2 2026.
ProShares Short Financials was a new CPR Investments position in Q2 2026.
ProShares Short Financials made up 0.17% of CPR Investments's portfolio in Q2 2026, its #51 holding.
CPR Investments first reported a position in ProShares Short Financials in Q1 2023 and has held it in 5 quarters since.
CPR Investments's ProShares Short Financials position peaked at $10.6M in Q1 2023.
6 funds tracked by Wall St. Rank held ProShares Short Financials as of Q2 2026.

Based on CPR Investments's 13F filing for Q2 2026, filed 15 Jul 2026.