Freedom Investment Management’s ProShares Short S&P500 SH Stock Holding History

Freedom Investment 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
2024 Q4	–	Sell	-92,437	Closed	-$4.01M	–	814
2024 Q3	$4.01M	Buy	92,437 +67,122	+265%	+$3.04M	0.32%	54
2024 Q2	$1.16M	Sell	25,315 -10,058	-28%	-$482K	0.09%	203
2024 Q1	$1.68M	Sell	35,373 -9,977	-22%	-$499K	0.13%	146
2023 Q4	$2.36M	Buy	45,350 +9,899	+28%	+$554K	0.19%	92
2023 Q3	$2.05M	Buy	35,451 +24,146	+214%	+$1.35M	0.25%	89
2023 Q2	$628K	Sell	11,305 -26,244	-70%	-$1.55M	0.07%	340
2023 Q1	$2.25M	Buy	+37,549	New	+$2.32M	0.25%	97
2022 Q1	–	Sell	-4,585	Closed	-$250K	–	921
2021 Q4	$250K	Buy	+4,585	New	+$260K	0.02%	740

Other funds holding SH

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FNC

First National Corp Rockland, Massachusetts $527M AUM 12.33% 1-Year Est. Return

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

RAG

RIA Advisory Group Des Moines, Iowa $460M AUM 29% 1-Year Est. Return

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return

WAM

Wakefield Asset Management Englewood, Colorado $444M AUM 46.63% 1-Year Est. Return

MCP

Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 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

Freedom Investment Management's SH Position: Q4 2024 in Review

Freedom Investment Management sold out of ProShares Short S&P500 (SH) in Q4 2024, closing a stake of 92,437 shares — an estimated $4.01M sold.

Freedom Investment Management first reported a position in SH in Q4 2021 and held it in 8 quarters. The position peaked at $4.01M in Q3 2024. 121 funds tracked by Wall St. Rank hold SH as of Q4 2024.

Freedom Investment Management reported no remaining ProShares Short S&P500 position as of Q4 2024 after selling out during the quarter.
Freedom Investment Management sold 92,437 ProShares Short S&P500 shares in Q4 2024, an estimated $4.01M.
Freedom Investment Management first reported a position in ProShares Short S&P500 in Q4 2021 and held it in 8 quarters.
Freedom Investment Management's ProShares Short S&P500 position peaked at $4.01M in Q3 2024.
121 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q4 2024.

Based on Freedom Investment Management's 13F filing for Q4 2024, filed 13 Feb 2025.