Focus Partners Wealth
SH icon

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

Focus Partners 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
2026
Q2 		$14.3M Buy
434,134
+18,775
+5% +$643K 0.01% 596
2026
Q1 		$15.8M Buy
415,359
+8,099
+2% +$295K 0.02% 578
2025
Q4 		$14.7M Buy
407,260
+12,658
+3% +$464K 0.02% 573
2025
Q3 		$14.6M Buy
394,602
+2,260
+0.6% +$87.2K 0.02% 468
2025
Q2 		$15.6M Sell
392,342
-2,787
-0.7% -$121K 0.03% 414
2025
Q1 		$17.6M Buy
395,129
+7,952
+2% +$339K 0.04% 356
2024
Q4 		$16.4M Buy
387,177
+27,928
+8% +$1.19M 0.04% 357
2024
Q3 		$15.6M Buy
359,249
+68,082
+23% +$3.08M 0.05% 322
2024
Q2 		$12.9M Buy
291,167
+286,767
+6,517% +$13.7M 0.04% 316
2024
Q1 		$220K Buy
+4,400
New +$220K ﹤0.01% 907

Other funds holding SH

SFM
Stack Financial Management Whitefish, Montana $1.28B AUM 18.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return
DS
DRW Securities Chicago, Illinois $4.11B AUM 21.98% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.78B AUM 19.66% 1-Year Est. Return
SIM
Sterling Investment Management Tucson, Arizona $182M AUM 9.75% 1-Year Est. Return

Focus Partners Wealth's SH Position: Q2 2026 in Review

Focus Partners Wealth increased its ProShares Short S&P500 (SH) stake by 4.5% in Q2 2026, buying an estimated $643K and bringing the position to 434,134 shares worth $14.3M. The position accounts for 0.01% of the portfolio, ranked #596.

Focus Partners Wealth first reported a position in SH in Q1 2024 and has held it in 10 quarters since. The position peaked at $17.6M in Q1 2025. 116 funds tracked by Wall St. Rank hold SH as of Q2 2026.

  • Focus Partners Wealth held 434,134 shares of ProShares Short S&P500 worth $14.3M as of Q2 2026.
  • Focus Partners Wealth bought 18,775 ProShares Short S&P500 shares in Q2 2026, an estimated $643K.
  • ProShares Short S&P500 made up 0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #596 holding.
  • Focus Partners Wealth first reported a position in ProShares Short S&P500 in Q1 2024 and has held it in 10 quarters since.
  • Focus Partners Wealth's ProShares Short S&P500 position peaked at $17.6M in Q1 2025.
  • 116 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.