EverSource Wealth Advisors’s ProShares Short S&P500 SH Stock Holding History

EverSource Wealth Advisors’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 Q2	$297	Sell	9 -5,392	-100%	-$185K	﹤0.01%	4203
2026 Q1	$205K	Buy	5,401 +5,229	+3,040%	+$190K	0.01%	1040
2025 Q4	$6.2K	Buy	+172	New	+$6.3K	﹤0.01%	3029
2023 Q4	–	Sell	-8	Closed	-$445	–	2732
2023 Q3	$445	Hold	8	–	–	﹤0.01%	2400
2023 Q2	$422	Hold	8	–	–	﹤0.01%	2376
2023 Q1	$450	Buy	+8	New	+$494	﹤0.01%	2246

Other funds holding SH

SFM

Stack Financial Management Whitefish, Montana $1.28B AUM 18.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return

DRW Securities Chicago, Illinois $4.11B AUM 21.98% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

GWANC

Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.78B AUM 19.66% 1-Year Est. Return

EverSource Wealth Advisors's SH Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its ProShares Short S&P500 (SH) stake by 100% in Q2 2026, selling an estimated $185K and leaving 9 shares worth $297. The position accounts for ﹤0.01% of the portfolio, ranked #4203.

EverSource Wealth Advisors first reported a position in SH in Q1 2023 and has held it in 6 quarters since. The position peaked at $205K in Q1 2026. 116 funds tracked by Wall St. Rank hold SH as of Q2 2026.

EverSource Wealth Advisors held 9 shares of ProShares Short S&P500 worth $297 as of Q2 2026.
EverSource Wealth Advisors sold 5,392 ProShares Short S&P500 shares in Q2 2026, an estimated $185K.
ProShares Short S&P500 made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4203 holding.
EverSource Wealth Advisors first reported a position in ProShares Short S&P500 in Q1 2023 and has held it in 6 quarters since.
EverSource Wealth Advisors's ProShares Short S&P500 position peaked at $205K in Q1 2026.
116 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.