FWA
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Freedom Wealth Alliance’s ProShares Short S&P500 SH Stock Holding History

Freedom Wealth Alliance’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
Q1 		– Sell
-381
Closed -$24.4K – 382
2022
Q4 		$24.4K Buy
+381
New +$24.4K 0.03% 179

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KWM
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BRWA
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OA
Oxbow Advisors Austin, Texas $1.23B AUM 23.59% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
CI
CPR Investments Rochester, Michigan $130M AUM 29.56% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Freedom Wealth Alliance's SH Position: Q1 2023 in Review

Freedom Wealth Alliance sold out of ProShares Short S&P500 (SH) in Q1 2023, closing a stake of 381 shares — an estimated $24.4K sold.

Freedom Wealth Alliance first reported a position in SH in Q4 2022 and held it in 1 quarter. The position peaked at $24.4K in Q4 2022. 222 funds tracked by Wall St. Rank hold SH as of Q1 2023.

  • Freedom Wealth Alliance reported no remaining ProShares Short S&P500 position as of Q1 2023 after selling out during the quarter.
  • Freedom Wealth Alliance sold 381 ProShares Short S&P500 shares in Q1 2023, an estimated $24.4K.
  • Freedom Wealth Alliance first reported a position in ProShares Short S&P500 in Q4 2022 and held it in 1 quarter.
  • Freedom Wealth Alliance's ProShares Short S&P500 position peaked at $24.4K in Q4 2022.
  • 222 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q1 2023.

Based on Freedom Wealth Alliance's 13F filing for Q1 2023, filed 25 Apr 2023.