CPG
SH icon

Custom Portfolio Group’s ProShares Short S&P500 SH Stock Holding History

Custom Portfolio Group’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
-807
Closed -$41.9K – 244
2023
Q4 		$41.9K Buy
+807
New +$45.2K 0.04% 108

Other funds holding SH

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
PA
Pineridge Advisors St. Charles, Missouri $350M AUM 6.38% 1-Year Est. Return
RAG
RIA Advisory Group Des Moines, Iowa $460M AUM 29% 1-Year Est. Return
ICG
InterOcean Capital Group Nashville, Tennessee $4.19B AUM 26.29% 1-Year Est. Return
CI
CPR Investments Rochester, Michigan $130M AUM 29.56% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Custom Portfolio Group's SH Position: Q1 2024 in Review

Custom Portfolio Group sold out of ProShares Short S&P500 (SH) in Q1 2024, closing a stake of 807 shares — an estimated $41.9K sold.

Custom Portfolio Group first reported a position in SH in Q4 2023 and held it in 1 quarter. The position peaked at $41.9K in Q4 2023. 157 funds tracked by Wall St. Rank hold SH as of Q1 2024.

  • Custom Portfolio Group reported no remaining ProShares Short S&P500 position as of Q1 2024 after selling out during the quarter.
  • Custom Portfolio Group sold 807 ProShares Short S&P500 shares in Q1 2024, an estimated $41.9K.
  • Custom Portfolio Group first reported a position in ProShares Short S&P500 in Q4 2023 and held it in 1 quarter.
  • Custom Portfolio Group's ProShares Short S&P500 position peaked at $41.9K in Q4 2023.
  • 157 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q1 2024.

Based on Custom Portfolio Group's 13F filing for Q1 2024, filed 27 Aug 2024.