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

Evoke Wealth’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
2022 Q1	–	Sell	-750	Closed	-$41K	–	1243
2021 Q4	$41K	Hold	750	–	–	﹤0.01%	561
2021 Q3	$45K	Hold	750	–	–	﹤0.01%	518
2021 Q2	$46K	Hold	750	–	–	﹤0.01%	535
2021 Q1	$50K	Hold	750	–	–	﹤0.01%	453
2020 Q4	$54K	Hold	750	–	–	﹤0.01%	369
2020 Q3	$61K	Hold	750	–	–	﹤0.01%	334
2020 Q2	$67K	Hold	750	–	–	0.01%	317
2020 Q1	$83.1K	Buy	+750	New	+$75.8K	0.01%	285
2019 Q4	–	Sell	-750	Closed	-$78.7K	–	1438
2019 Q3	$78.7K	Buy	+750	New	+$79.3K	0.01%	408

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

Threadgill Financial Spring, Texas $243M AUM 10.69% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

FFC

Fure Financial Corporation Bloomington, Minnesota $122M AUM 1.51% 1-Year Est. Return

Oxbow Advisors Austin, Texas $1.23B AUM 23.59% 1-Year Est. Return

MCP

Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return

SCI

Stableford Capital II Scottsdale, Arizona $289M AUM 20.84% 1-Year Est. Return

Evoke Wealth's SH Position: Q1 2022 in Review

Evoke Wealth sold out of ProShares Short S&P500 (SH) in Q1 2022, closing a stake of 750 shares — an estimated $41K sold.

Evoke Wealth first reported a position in SH in Q3 2019 and held it in 9 quarters. The position peaked at $83.1K in Q1 2020. 202 funds tracked by Wall St. Rank hold SH as of Q1 2022.

Evoke Wealth reported no remaining ProShares Short S&P500 position as of Q1 2022 after selling out during the quarter.
Evoke Wealth sold 750 ProShares Short S&P500 shares in Q1 2022, an estimated $41K.
Evoke Wealth first reported a position in ProShares Short S&P500 in Q3 2019 and held it in 9 quarters.
Evoke Wealth's ProShares Short S&P500 position peaked at $83.1K in Q1 2020.
202 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q1 2022.

Based on Evoke Wealth's 13F filing for Q1 2022, filed 10 May 2022.