Guardian Wealth Advisors (North Carolina)’s ProShares Short S&P500 SH Stock Holding History

Guardian Wealth Advisors (North Carolina)’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
2026 Q1	$7.4M	Buy	+195,208	New	+$7.1M	0.47%	37
2025 Q4	–	Sell	-130,182	Closed	-$4.81M	–	382
2025 Q3	$4.81M	Buy	130,182 +58,124	+81%	+$2.24M	0.31%	52
2025 Q2	$2.86M	Buy	+72,058	New	+$3.12M	0.2%	71
2024 Q4	–	Sell	-121,061	Closed	-$5.25M	–	532
2024 Q3	$5.25M	Buy	+121,061	New	+$5.48M	0.56%	33
2023 Q2	–	Sell	-126,738	Closed	-$7.6M	–	435
2023 Q1	$7.6M	Buy	126,738 +33,617	+36%	+$2.08M	1.33%	16
2022 Q4	$5.97M	Sell	93,121 -1,056	-1%	-$67.7K	1.15%	16
2022 Q3	$6.51M	Sell	94,177 -246	-0.3%	-$15.4K	1.21%	15
2022 Q2	$6.23M	Sell	94,423 -17,642	-16%	-$1.09M	1.14%	15
2022 Q1	$6.32M	Buy	+112,065	New	+$6.48M	2.72%	8

Other funds holding SH

SFM

Stack Financial Management Whitefish, Montana $1.36B AUM 28.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RIM

Ryan Investment Management Basalt, Colorado $221M AUM 23.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RSWM

Robertson Stephens Wealth Management San Francisco, California $3.57B AUM 28.36% 1-Year Est. Return

TSW

Three Seasons Wealth Salt Lake City, Utah $262M AUM 45.03% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return

FCM

Fourpath Capital Management Oklahoma City, Oklahoma $697M AUM 29.98% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s SH Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) opened a new position in ProShares Short S&P500 (SH) in Q1 2026: 195,208 shares worth $7.4M. The stake represents 0.47% of the portfolio and ranks #37 among its holdings. This is a return to the name: Guardian Wealth Advisors (North Carolina) previously reported a position in SH as recently as Q3 2025.

Guardian Wealth Advisors (North Carolina) first reported a position in SH in Q1 2022 and has held it in 9 quarters since. The position peaked at $7.6M in Q1 2023. 148 funds tracked by Wall St. Rank hold SH as of Q1 2026.

Guardian Wealth Advisors (North Carolina) held 195,208 shares of ProShares Short S&P500 worth $7.4M as of Q1 2026.
ProShares Short S&P500 was a new Guardian Wealth Advisors (North Carolina) position in Q1 2026.
ProShares Short S&P500 made up 0.47% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #37 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in ProShares Short S&P500 in Q1 2022 and has held it in 9 quarters since.
Guardian Wealth Advisors (North Carolina)'s ProShares Short S&P500 position peaked at $7.6M in Q1 2023.
148 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.