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Financial Advocates Investment Management’s ProShares Short S&P500 SH Stock Holding History

Financial Advocates Investment 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
-342
Closed -$247K – 853
2022
Q3 		$247K Buy
+342
New +$21.4K 0.02% 605
2021
Q4 		– Sell
-9,995
Closed -$609K – 808
2021
Q3 		$609K Sell
9,995
-1,104
-10% -$65.8K 0.04% 435
2021
Q2 		$683K Sell
11,099
-626
-5% -$39.7K 0.05% 408
2021
Q1 		$786K Buy
11,725
+3,147
+37% +$218K 0.06% 378
2020
Q4 		$617K Buy
8,578
+733
+9% +$56K 0.04% 402
2020
Q3 		$638K Buy
+7,845
New +$651K 0.05% 326
2020
Q2 		– Sell
-3,597
Closed -$398K – 637
2020
Q1 		$398K Buy
+3,597
New +$363K 0.06% 315
2019
Q2 		– Sell
-1,850
Closed -$205K – 484
2019
Q1 		$205K Sell
1,850
-547
-23% -$63.2K 0.03% 439
2018
Q4 		$301K Buy
+2,397
New +$282K 0.04% 337
2018
Q2 		– Sell
-1,947
Closed -$236K – 506
2018
Q1 		$236K Buy
1,947
+225
+13% +$26.5K 0.03% 418
2017
Q4 		$208K Buy
+1,722
New +$214K 0.03% 454

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 $1.28B AUM 18.06% 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 $328M AUM 24.93% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
OA
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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Financial Advocates Investment Management's SH Position: Q4 2022 in Review

Financial Advocates Investment Management sold out of ProShares Short S&P500 (SH) in Q4 2022, closing a stake of 342 shares — an estimated $247K sold.

Financial Advocates Investment Management first reported a position in SH in Q4 2017 and held it in 11 quarters. The position peaked at $786K in Q1 2021. 256 funds tracked by Wall St. Rank hold SH as of Q4 2022.

  • Financial Advocates Investment Management reported no remaining ProShares Short S&P500 position as of Q4 2022 after selling out during the quarter.
  • Financial Advocates Investment Management sold 342 ProShares Short S&P500 shares in Q4 2022, an estimated $247K.
  • Financial Advocates Investment Management first reported a position in ProShares Short S&P500 in Q4 2017 and held it in 11 quarters.
  • Financial Advocates Investment Management's ProShares Short S&P500 position peaked at $786K in Q1 2021.
  • 256 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q4 2022.

Based on Financial Advocates Investment Management's 13F filing for Q4 2022, filed 15 Feb 2023.