Fortitude Advisory Group’s ProShares Short S&P500 SH Stock Holding History

Fortitude Advisory Group’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 Q2	–	Sell	-5,821	Closed	-$349K	–	225
2023 Q1	$349K	Buy	+5,821	New	+$359K	0.27%	100
2022 Q4	–	Sell	-5,000	Closed	-$346K	–	227
2022 Q3	$346K	Buy	+5,000	New	+$313K	0.33%	83
2022 Q2	–	Sell	-1,250	Closed	-$70K	–	1075
2022 Q1	$70K	Buy	+1,250	New	+$72.2K	0.04%	431

Other funds holding SH

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

KWM

Kaydan Wealth Management Fenton, Michigan $328M AUM 24.93% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

ICG

InterOcean Capital Group Nashville, Tennessee $4.19B AUM 26.29% 1-Year Est. Return

AWM

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

Telemus Capital Southfield, Michigan $1.21B AUM 23.28% 1-Year Est. Return

Fortitude Advisory Group's SH Position: Q2 2023 in Review

Fortitude Advisory Group sold out of ProShares Short S&P500 (SH) in Q2 2023, closing a stake of 5,821 shares — an estimated $349K sold.

Fortitude Advisory Group first reported a position in SH in Q1 2022 and held it in 3 quarters. The position peaked at $349K in Q1 2023. 209 funds tracked by Wall St. Rank hold SH as of Q2 2023.

Fortitude Advisory Group reported no remaining ProShares Short S&P500 position as of Q2 2023 after selling out during the quarter.
Fortitude Advisory Group sold 5,821 ProShares Short S&P500 shares in Q2 2023, an estimated $349K.
Fortitude Advisory Group first reported a position in ProShares Short S&P500 in Q1 2022 and held it in 3 quarters.
Fortitude Advisory Group's ProShares Short S&P500 position peaked at $349K in Q1 2023.
209 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q2 2023.

Based on Fortitude Advisory Group's 13F filing for Q2 2023, filed 31 Jul 2023.