EFS
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Econ Financial Services’s ProShares Short S&P500 SH Stock Holding History

Econ Financial Services’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
-76,089
Closed -$3.95M – 96
2023
Q4 		$3.95M Buy
+76,089
New +$4.26M 2.78% 10

Other funds holding SH

Morgan Stanley
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
PA
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
CI
CPR Investments Rochester, Michigan $130M AUM 29.56% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $1.89B AUM 19.41% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Econ Financial Services's SH Position: Q1 2024 in Review

Econ Financial Services sold out of ProShares Short S&P500 (SH) in Q1 2024, closing a stake of 76,089 shares — an estimated $3.95M sold.

Econ Financial Services first reported a position in SH in Q4 2023 and held it in 1 quarter. The position peaked at $3.95M in Q4 2023. 158 funds tracked by Wall St. Rank hold SH as of Q1 2024.

  • Econ Financial Services reported no remaining ProShares Short S&P500 position as of Q1 2024 after selling out during the quarter.
  • Econ Financial Services sold 76,089 ProShares Short S&P500 shares in Q1 2024, an estimated $3.95M.
  • Econ Financial Services first reported a position in ProShares Short S&P500 in Q4 2023 and held it in 1 quarter.
  • Econ Financial Services's ProShares Short S&P500 position peaked at $3.95M in Q4 2023.
  • 158 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q1 2024.

Based on Econ Financial Services's 13F filing for Q1 2024, filed 15 May 2024.