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 Q3	$741K	Hold	23,000	–	–	0.11%	41
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	–	93
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	–	566
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

Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return

SMAM

Sugar Maple Asset Management Sister Bay, Wisconsin $175M AUM 16.33% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Edge Wealth Management's SH Position: Q3 2026 in Review

Edge Wealth Management held its ProShares Short S&P500 (SH) position steady in Q3 2026 at 23,000 shares worth $741K. The position accounts for 0.11% of the portfolio, ranked #41.

Edge Wealth Management first reported a position in SH in Q4 2016 and has held it in 17 quarters since. The position peaked at $1.15M in Q2 2020. 4 funds tracked by Wall St. Rank hold SH as of Q3 2026.

Edge Wealth Management held 23,000 shares of ProShares Short S&P500 worth $741K as of Q3 2026.
Edge Wealth Management left its ProShares Short S&P500 share count unchanged in Q3 2026.
ProShares Short S&P500 made up 0.11% of Edge Wealth Management's portfolio in Q3 2026, its #41 holding.
Edge Wealth Management first reported a position in ProShares Short S&P500 in Q4 2016 and has held it in 17 quarters since.
Edge Wealth Management's ProShares Short S&P500 position peaked at $1.15M in Q2 2020.
4 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q3 2026.

Based on Edge Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.