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Foundations Investment Advisors’s ProShares Short S&P500 SH Stock Holding History

Foundations Investment 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
2025
Q3 		– Sell
-7,960
Closed -$316K – 1089
2025
Q2 		$316K Buy
7,960
+870
+12% +$37.7K 0.01% 721
2025
Q1 		$316K Buy
7,090
+1,915
+37% +$81.5K 0.01% 700
2024
Q4 		$219K Sell
5,175
-713
-12% -$30.3K ﹤0.01% 777
2024
Q3 		$256K Sell
5,888
-151
-3% -$6.84K 0.01% 680
2024
Q2 		$276K Sell
6,039
-375
-6% -$18K 0.01% 629
2024
Q1 		$304K Buy
6,414
+960
+18% +$48K 0.01% 576
2023
Q4 		$277K Sell
5,454
-77,918
-93% -$4.36M 0.01% 568
2023
Q3 		$4.83M Sell
83,372
-44,680
-35% -$2.49M 0.15% 116
2023
Q2 		$7.11M Buy
128,052
+38,930
+44% +$2.29M 0.24% 72
2023
Q1 		$5.35M Sell
89,122
-42,564
-32% -$2.63M 0.19% 82
2022
Q4 		$8.44M Buy
+131,686
New +$8.44M 0.34% 49
2019
Q2 		– Sell
-66,896
Closed -$7.4M – 128
2019
Q1 		$7.4M Buy
+66,896
New +$7.73M 1.28% 17

Other funds holding SH

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
ACM
Arlington Capital Management Arlington Heights, Illinois $161M AUM 38.38% 1-Year Est. Return
FNC
First National Corp Rockland, Massachusetts $527M AUM 12.33% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
WQ
Wealth Quarterback Toms River, New Jersey $324M AUM 38.14% 1-Year Est. Return
CI
CPR Investments Rochester, Michigan $130M AUM 29.56% 1-Year Est. Return

Foundations Investment Advisors's SH Position: Q3 2025 in Review

Foundations Investment Advisors sold out of ProShares Short S&P500 (SH) in Q3 2025, closing a stake of 7,960 shares — an estimated $316K sold.

Foundations Investment Advisors first reported a position in SH in Q1 2019 and held it in 12 quarters. The position peaked at $8.44M in Q4 2022. 122 funds tracked by Wall St. Rank hold SH as of Q3 2025.

  • Foundations Investment Advisors reported no remaining ProShares Short S&P500 position as of Q3 2025 after selling out during the quarter.
  • Foundations Investment Advisors sold 7,960 ProShares Short S&P500 shares in Q3 2025, an estimated $316K.
  • Foundations Investment Advisors first reported a position in ProShares Short S&P500 in Q1 2019 and held it in 12 quarters.
  • Foundations Investment Advisors's ProShares Short S&P500 position peaked at $8.44M in Q4 2022.
  • 122 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q3 2025.

Based on Foundations Investment Advisors's 13F filing for Q3 2025, filed 3 Nov 2025.