CFO
SH icon

CVA Family Office’s ProShares Short S&P500 SH Stock Holding History

CVA Family Office’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
Q3 		– Sell
-7,858
Closed -$359K – 1336
2024
Q2 		$359K Hold
7,858
– – 0.06% 172
2024
Q1 		$373K Hold
7,858
– – 0.07% 175
2023
Q4 		$408K Hold
7,858
– – 0.08% 153
2023
Q3 		$455K Hold
7,858
– – 0.1% 130
2023
Q2 		$436K Hold
7,858
– – 0.09% 131
2023
Q1 		$471K Hold
7,858
– – 0.11% 126
2022
Q4 		$504K Buy
+7,858
New +$504K 0.12% 114
2022
Q3 		– Sell
-7,713
Closed -$509K – 927
2022
Q2 		$509K Buy
+7,713
New +$476K 0.14% 100

Other funds holding SH

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FNC
First National Corp Rockland, Massachusetts $527M AUM 12.33% 1-Year Est. Return
MSCM
Marlin Sams Capital Management New York $191M AUM 72.04% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
EE
EWG Elevate Roseville, California $320M AUM 18.11% 1-Year Est. Return
GCM
Gunderson Capital Management Mt. Pleasant, South Carolina $239M AUM 122.67% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $816M AUM 42.46% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return