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

EPG 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
2020
Q2 		– Sell
-500
Closed -$55K – 645
2020
Q1 		$55K Buy
+500
New +$50.5K 0.04% 264

Other funds holding SH

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Neuberger Berman Group
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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
NEIRG
New England Investment & Retirement Group North Andover, Massachusetts $434M AUM 25.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TC
Telemus Capital Southfield, Michigan $1.21B AUM 23.28% 1-Year Est. Return
HWA
HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

EPG Wealth Management's SH Position: Q2 2020 in Review

EPG Wealth Management sold out of ProShares Short S&P500 (SH) in Q2 2020, closing a stake of 500 shares — an estimated $55K sold.

EPG Wealth Management first reported a position in SH in Q1 2020 and held it in 1 quarter. The position peaked at $55K in Q1 2020. 216 funds tracked by Wall St. Rank hold SH as of Q2 2020.

  • EPG Wealth Management reported no remaining ProShares Short S&P500 position as of Q2 2020 after selling out during the quarter.
  • EPG Wealth Management sold 500 ProShares Short S&P500 shares in Q2 2020, an estimated $55K.
  • EPG Wealth Management first reported a position in ProShares Short S&P500 in Q1 2020 and held it in 1 quarter.
  • EPG Wealth Management's ProShares Short S&P500 position peaked at $55K in Q1 2020.
  • 216 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q2 2020.

Based on EPG Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.