Financial Gravity Asset Management’s ProShares Short S&P500 SH Stock Holding History

Financial Gravity Asset 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
2026 Q1	$266	Buy	7 +6	+600%	+$218	﹤0.01%	830
2025 Q4	$36	Hold	1	–	–	﹤0.01%	712
2025 Q3	$37	Buy	+1	New	+$39	﹤0.01%	910
2025 Q1	$579	Buy	+13	New	+$553	﹤0.01%	921
2024 Q2	$80	Buy	+2	New	+$96	﹤0.01%	1148
2024 Q1	–	Hold	0	–	–	–	1131
2023 Q4	–	Hold	0	–	–	–	1266
2021 Q3	$15K	Hold	2	–	–	0.01%	841
2021 Q2	$15K	Buy	+2	New	+$127	0.01%	862
2020 Q4	$0	Buy	+6	New	+$458	﹤0.01%	646
2019 Q4	$1K	Sell	10 -14	-58%	-$1.41K	﹤0.01%	1352
2019 Q3	$3K	Sell	24 -27	-53%	-$2.85K	﹤0.01%	838
2019 Q2	$5K	Buy	51 +8	+19%	+$872	﹤0.01%	697
2019 Q1	$5K	Buy	+43	New	+$4.97K	﹤0.01%	700

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

RIM

Ryan Investment Management Basalt, Colorado $221M AUM 23.61% 1-Year Est. Return

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

RSWM

Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return

TSW

Three Seasons Wealth Salt Lake City, Utah $1.1B AUM 50.99% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

SWA

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

FCM

Fourpath Capital Management Oklahoma City, Oklahoma $760M AUM 29.29% 1-Year Est. Return

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

Financial Gravity Asset Management's SH Position: Q1 2026 in Review

Financial Gravity Asset Management increased its ProShares Short S&P500 (SH) stake by 600% in Q1 2026, buying an estimated $218 and bringing the position to 7 shares worth $266. The position accounts for ﹤0.01% of the portfolio, ranked #830.

Financial Gravity Asset Management first reported a position in SH in Q1 2019 and has held it in 12 quarters since. The position peaked at $15K in Q3 2021. 148 funds tracked by Wall St. Rank hold SH as of Q1 2026.

Financial Gravity Asset Management held 7 shares of ProShares Short S&P500 worth $266 as of Q1 2026.
Financial Gravity Asset Management bought 6 ProShares Short S&P500 shares in Q1 2026, an estimated $218.
ProShares Short S&P500 made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #830 holding.
Financial Gravity Asset Management first reported a position in ProShares Short S&P500 in Q1 2019 and has held it in 12 quarters since.
Financial Gravity Asset Management's ProShares Short S&P500 position peaked at $15K in Q3 2021.
148 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.