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

Elite 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
2023
Q2 		– Sell
-140,908
Closed -$8.45M – 61
2023
Q1 		$8.45M Sell
140,908
-2,868
-2% -$177K 0.52% 7
2022
Q4 		$9.22M Buy
+143,776
New +$9.22M 0.84% 7
2016
Q3 		$14K Buy
+94
New +$14.4K 0.02% 99

Other funds holding SH

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $328M AUM 24.93% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
ICG
InterOcean Capital Group Nashville, Tennessee $4.19B AUM 26.29% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
TC
Telemus Capital Southfield, Michigan $1.21B AUM 23.28% 1-Year Est. Return

Elite Wealth Management's SH Position: Q2 2023 in Review

Elite Wealth Management sold out of ProShares Short S&P500 (SH) in Q2 2023, closing a stake of 140,908 shares — an estimated $8.45M sold.

Elite Wealth Management first reported a position in SH in Q3 2016 and held it in 3 quarters. The position peaked at $9.22M in Q4 2022. 208 funds tracked by Wall St. Rank hold SH as of Q2 2023.

  • Elite Wealth Management reported no remaining ProShares Short S&P500 position as of Q2 2023 after selling out during the quarter.
  • Elite Wealth Management sold 140,908 ProShares Short S&P500 shares in Q2 2023, an estimated $8.45M.
  • Elite Wealth Management first reported a position in ProShares Short S&P500 in Q3 2016 and held it in 3 quarters.
  • Elite Wealth Management's ProShares Short S&P500 position peaked at $9.22M in Q4 2022.
  • 208 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q2 2023.

Based on Elite Wealth Management's 13F filing for Q2 2023, filed 28 Jul 2023.