EFG
SH icon

Ethos Financial Group’s ProShares Short S&P500 SH Stock Holding History

Ethos Financial Group’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
Q1 		– Sell
-71,527
Closed -$4.59M – 200
2022
Q4 		$4.59M Buy
+71,527
New +$4.59M 1.56% 25

Other funds holding SH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $299M AUM 18.98% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
CI
CPR Investments Rochester, Michigan $130M AUM 29.56% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Ethos Financial Group's SH Position: Q1 2023 in Review

Ethos Financial Group sold out of ProShares Short S&P500 (SH) in Q1 2023, closing a stake of 71,527 shares — an estimated $4.59M sold.

Ethos Financial Group first reported a position in SH in Q4 2022 and held it in 1 quarter. The position peaked at $4.59M in Q4 2022. 222 funds tracked by Wall St. Rank hold SH as of Q1 2023.

  • Ethos Financial Group reported no remaining ProShares Short S&P500 position as of Q1 2023 after selling out during the quarter.
  • Ethos Financial Group sold 71,527 ProShares Short S&P500 shares in Q1 2023, an estimated $4.59M.
  • Ethos Financial Group first reported a position in ProShares Short S&P500 in Q4 2022 and held it in 1 quarter.
  • Ethos Financial Group's ProShares Short S&P500 position peaked at $4.59M in Q4 2022.
  • 222 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q1 2023.

Based on Ethos Financial Group's 13F filing for Q1 2023, filed 20 Apr 2023.