Edge Wealth Management’s ProShares Short S&P500 SH Stock Holding History

Edge Wealth 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
2026 Q2	$759K	Hold	23,000	–	–	0.13%	39
2026 Q1	$872K	Buy	+23,000	New	+$836K	0.15%	38
2022 Q4	–	Sell	-5,000	Closed	-$342K	–	94
2022 Q3	$342K	Sell	5,000 -1,000	-17%	-$62.6K	0.08%	61
2022 Q2	$396K	Hold	6,000	–	–	0.09%	57
2022 Q1	$338K	Hold	6,000	–	–	0.07%	65
2021 Q4	$327K	Hold	6,000	–	–	0.06%	80
2021 Q3	$366K	Hold	6,000	–	–	0.07%	75
2021 Q2	$370K	Hold	6,000	–	–	0.08%	78
2021 Q1	$402K	Sell	6,000 -1,500	-20%	-$104K	0.09%	74
2020 Q4	$540K	Sell	7,500 -3,125	-29%	-$239K	0.12%	65
2020 Q3	$864K	Sell	10,625 -2,250	-17%	-$187K	0.2%	58
2020 Q2	$1.15M	Buy	+12,875	New	+$1.24M	0.22%	61
2017 Q4	–	Sell	-123	Closed	-$16K	–	568
2017 Q3	$16K	Hold	123	–	–	﹤0.01%	326
2017 Q2	$16K	Buy	123 +72	+141%	+$9.77K	0.01%	334
2017 Q1	$7K	Buy	51 +22	+76%	+$3.09K	﹤0.01%	387
2016 Q4	$4K	Buy	+29	New	+$4.37K	﹤0.01%	404

Other funds holding SH

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AFG Fiduciary Services Hingham, Massachusetts $127M AUM 24.3% 1-Year Est. Return

A.D. Beadell Investment Counsel Mequon, Wisconsin $156M AUM 29.03% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return

Ballew Advisors Jackson, Mississippi $194M AUM 20.37% 1-Year Est. Return

Vigilare Wealth Management Scottsdale, Arizona $326M AUM 21.58% 1-Year Est. Return

Ramsey Quantitative Systems Louisville, Kentucky $112M AUM 16.38% 1-Year Est. Return

Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return