Global Retirement Partners’s ProShares Short S&P500 SH Stock Holding History

Global Retirement Partners’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	$5.47K	Sell	129 -1	-0.8%	-$43	﹤0.01%	2642
2024 Q3	$5.63K	Hold	130	–	–	﹤0.01%	2517
2024 Q2	$5.92K	Hold	130	–	–	﹤0.01%	2541
2024 Q1	$6.16K	Sell	130 -13,376	-99%	-$669K	﹤0.01%	2318
2023 Q4	$704K	Sell	13,506 -1,089	-7%	-$61K	0.03%	418
2023 Q3	$851K	Buy	14,595 +14,465	+11,127%	+$807K	0.04%	336
2023 Q2	$7.2K	Hold	130	–	–	﹤0.01%	2079
2023 Q1	$7.85K	Sell	130 -20,920	-99%	-$1.29M	﹤0.01%	2002
2022 Q4	$1.35M	Sell	21,050 -2,516	-11%	-$161K	0.09%	218
2022 Q3	$1.5M	Buy	23,566 +23,436	+18,028%	+$1.47M	0.11%	185
2022 Q2	$9K	Hold	130	–	–	﹤0.01%	1695
2022 Q1	$8K	Buy	+130	New	+$7.51K	﹤0.01%	1734
2021 Q4	–	Sell	-130	Closed	-$8K	–	1517
2021 Q3	$8K	Hold	130	–	–	﹤0.01%	1497
2021 Q2	$8K	Hold	130	–	–	﹤0.01%	1456
2021 Q1	$9K	Hold	130	–	–	﹤0.01%	1329
2020 Q4	$9K	Sell	130 -292	-69%	-$22.3K	﹤0.01%	1301
2020 Q3	$34K	Hold	422	–	–	0.01%	745
2020 Q2	$38K	Hold	422	–	–	0.01%	720
2020 Q1	$47K	Hold	422	–	–	0.01%	583
2019 Q4	$41K	Hold	422	–	–	0.01%	696
2019 Q3	$44K	Hold	422	–	–	0.01%	655
2019 Q2	$45K	Buy	422 +130	+45%	+$14.2K	0.01%	637
2019 Q1	$32K	Hold	292	–	–	0.01%	680
2018 Q4	$37K	Hold	292	–	–	0.01%	576
2018 Q3	$32K	Hold	292	–	–	0.01%	674
2018 Q2	$34K	Buy	+292	New	+$34.5K	0.01%	642

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

Global Retirement Partners's SH Position: Q4 2024 in Review

Global Retirement Partners reduced its ProShares Short S&P500 (SH) stake by 0.77% in Q4 2024, selling an estimated $43 and leaving 129 shares worth $5.47K. The position accounts for ﹤0.01% of the portfolio, ranked #2642.

Global Retirement Partners first reported a position in SH in Q2 2018 and has held it in 26 quarters since. The position peaked at $1.5M in Q3 2022. 121 funds tracked by Wall St. Rank hold SH as of Q4 2024.

Global Retirement Partners held 129 shares of ProShares Short S&P500 worth $5.47K as of Q4 2024.
Global Retirement Partners sold 1 ProShares Short S&P500 share in Q4 2024, an estimated $43.
ProShares Short S&P500 made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2024, its #2642 holding.
Global Retirement Partners first reported a position in ProShares Short S&P500 in Q2 2018 and has held it in 26 quarters since.
Global Retirement Partners's ProShares Short S&P500 position peaked at $1.5M in Q3 2022.
121 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q4 2024.

Based on Global Retirement Partners's 13F filing for Q4 2024, filed 31 Jan 2025.