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

GGM 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
Q4 		– Sell
-4,908
Closed -$284K – 144
2023
Q3 		$284K Buy
4,908
+253
+5% +$14.1K 0.12% 113
2023
Q2 		$259K Sell
4,655
-1,636
-26% -$96.4K 0.11% 123
2023
Q1 		$377K Buy
6,291
+1,669
+36% +$103K 0.22% 49
2022
Q4 		$292K Buy
+4,622
New +$296K 0.15% 100

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
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
PA
Pineridge Advisors St. Charles, Missouri $350M AUM 6.38% 1-Year Est. Return
CI
CPR Investments Rochester, Michigan $130M AUM 29.56% 1-Year Est. Return
ICG
InterOcean Capital Group Nashville, Tennessee $4.19B AUM 26.29% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

GGM Wealth Advisors's SH Position: Q4 2023 in Review

GGM Wealth Advisors sold out of ProShares Short S&P500 (SH) in Q4 2023, closing a stake of 4,908 shares — an estimated $284K sold.

GGM Wealth Advisors first reported a position in SH in Q4 2022 and held it in 4 quarters. The position peaked at $377K in Q1 2023. 191 funds tracked by Wall St. Rank hold SH as of Q4 2023.

  • GGM Wealth Advisors reported no remaining ProShares Short S&P500 position as of Q4 2023 after selling out during the quarter.
  • GGM Wealth Advisors sold 4,908 ProShares Short S&P500 shares in Q4 2023, an estimated $284K.
  • GGM Wealth Advisors first reported a position in ProShares Short S&P500 in Q4 2022 and held it in 4 quarters.
  • GGM Wealth Advisors's ProShares Short S&P500 position peaked at $377K in Q1 2023.
  • 191 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q4 2023.

Based on GGM Wealth Advisors's 13F filing for Q4 2023, filed 30 Jan 2024.