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 Q2	$7.7M	Buy	233,122 +37,914	+19%	+$1.3M	0.43%	40
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 $1.28B AUM 18.06% 1-Year Est. Return

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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

Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return

DRW Securities Chicago, Illinois $4.11B AUM 21.98% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

SIM

Sterling Investment Management Tucson, Arizona $182M AUM 9.75% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s SH Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) increased its ProShares Short S&P500 (SH) stake by 19% in Q2 2026, buying an estimated $1.3M and bringing the position to 233,122 shares worth $7.7M. The position accounts for 0.43% of the portfolio, ranked #40.

Guardian Wealth Advisors (North Carolina) first reported a position in SH in Q1 2022 and has held it in 10 quarters since. 116 funds tracked by Wall St. Rank hold SH as of Q2 2026.

Guardian Wealth Advisors (North Carolina) held 233,122 shares of ProShares Short S&P500 worth $7.7M as of Q2 2026.
Guardian Wealth Advisors (North Carolina) bought 37,914 ProShares Short S&P500 shares in Q2 2026, an estimated $1.3M.
ProShares Short S&P500 made up 0.43% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #40 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in ProShares Short S&P500 in Q1 2022 and has held it in 10 quarters since.
116 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.