FOCUS Wealth Advisors’s ProShares Short S&P500 SH Stock Holding History

FOCUS Wealth Advisors’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
2023 Q3	–	Sell	-60,330	Closed	-$3.35M	–	64
2023 Q2	$3.35M	Sell	60,330 -4,317	-7%	-$254K	2.27%	12
2023 Q1	$3.88M	Sell	64,647 -629	-1%	-$38.8K	2.55%	10
2022 Q4	$4.19M	Sell	65,276 -189	-0.3%	-$12.1K	2.89%	8
2022 Q3	$4.53M	Buy	+65,465	New	+$4.1M	3.21%	7

Other funds holding SH

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

RIA Advisory Group Des Moines, Iowa $409M AUM 30.78% 1-Year Est. Return

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

IMC Chicago Chicago, Illinois $6.6B AUM 44.93% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Kaydan Wealth Management Fenton, Michigan $299M AUM 18.98% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return

CPR Investments Rochester, Michigan $130M AUM 29.7% 1-Year Est. Return