EE
SH icon

EWG Elevate’s ProShares Short S&P500 SH Stock Holding History

EWG Elevate’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
Q4 		– Sell
-318,556
Closed -$13.8M – 157
2024
Q3 		$13.8M Buy
+318,556
New +$14.4M 5.55% 3
2023
Q1 		– Sell
-26,951
Closed -$1.73M – 641
2022
Q4 		$1.73M Sell
26,951
-153,367
-85% -$9.83M 0.87% 25
2022
Q3 		$12.5M Buy
+180,318
New +$11.3M 7.03% 3

Other funds holding SH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FNC
First National Corp Rockland, Massachusetts $527M AUM 12.33% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
RAG
RIA Advisory Group Des Moines, Iowa $409M AUM 30.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
WAM
Wakefield Asset Management Englewood, Colorado $377M AUM 38.72% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $816M AUM 42.46% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return