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

Executive 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
2022
Q4 		– Sell
-612
Closed -$2.45K – 194
2022
Q3 		$2.45K Sell
612
-58,069
-99% -$3.64M 0.34% 72
2022
Q2 		$3.87M Buy
+58,681
New +$3.62M 0.52% 57

Other funds holding SH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SFM
Stack Financial Management Whitefish, Montana $1.36B AUM 28.24% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 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
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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Executive Wealth Management's SH Position: Q4 2022 in Review

Executive Wealth Management sold out of ProShares Short S&P500 (SH) in Q4 2022, closing a stake of 612 shares — an estimated $2.45K sold.

Executive Wealth Management first reported a position in SH in Q2 2022 and held it in 2 quarters. The position peaked at $3.87M in Q2 2022. 256 funds tracked by Wall St. Rank hold SH as of Q4 2022.

  • Executive Wealth Management reported no remaining ProShares Short S&P500 position as of Q4 2022 after selling out during the quarter.
  • Executive Wealth Management sold 612 ProShares Short S&P500 shares in Q4 2022, an estimated $2.45K.
  • Executive Wealth Management first reported a position in ProShares Short S&P500 in Q2 2022 and held it in 2 quarters.
  • Executive Wealth Management's ProShares Short S&P500 position peaked at $3.87M in Q2 2022.
  • 256 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q4 2022.

Based on Executive Wealth Management's 13F filing for Q4 2022, filed 13 Feb 2023.