EFP
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EnRich Financial Partners’s ProShares Short S&P500 SH Stock Holding History

EnRich Financial Partners’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
-15,069
Closed -$783K – 204
2023
Q4 		$783K Buy
+15,069
New +$844K 0.33% 25

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BRWA
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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

EnRich Financial Partners's SH Position: Q1 2024 in Review

EnRich Financial Partners sold out of ProShares Short S&P500 (SH) in Q1 2024, closing a stake of 15,069 shares — an estimated $783K sold.

EnRich Financial Partners first reported a position in SH in Q4 2023 and held it in 1 quarter. The position peaked at $783K in Q4 2023. 158 funds tracked by Wall St. Rank hold SH as of Q1 2024.

  • EnRich Financial Partners reported no remaining ProShares Short S&P500 position as of Q1 2024 after selling out during the quarter.
  • EnRich Financial Partners sold 15,069 ProShares Short S&P500 shares in Q1 2024, an estimated $783K.
  • EnRich Financial Partners first reported a position in ProShares Short S&P500 in Q4 2023 and held it in 1 quarter.
  • EnRich Financial Partners's ProShares Short S&P500 position peaked at $783K in Q4 2023.
  • 158 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q1 2024.

Based on EnRich Financial Partners's 13F filing for Q1 2024, filed 2 May 2024.