Harbour Investments’s ProShares Short S&P500 SH Stock Holding History

Harbour Investments’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
2025 Q1	–	Sell	-40	Closed	-$1.7K	–	3653
2024 Q4	$1.7K	Sell	40 -25	-38%	-$1.06K	﹤0.01%	3053
2024 Q3	$2.83K	Buy	65 +26	+67%	+$1.18K	﹤0.01%	2819
2024 Q2	$1.76K	Buy	+39	New	+$1.87K	﹤0.01%	2851
2021 Q4	–	Sell	-30	Closed	-$2K	–	3515
2021 Q3	$2K	Sell	30 -1	-3%	-$60	﹤0.01%	3359
2021 Q2	$2K	Hold	31	–	–	﹤0.01%	3417
2021 Q1	$2K	Buy	+31	New	+$2.15K	﹤0.01%	3260

Other funds holding SH

SFM

Stack Financial Management Whitefish, Montana $1.28B AUM 18.06% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Sykon Capital Harrison, New York $325M AUM 19.22% 1-Year Est. Return

FNC

First National Corp Rockland, Massachusetts $527M AUM 12.33% 1-Year Est. Return

RAM

Revere Asset Management Dallas, Texas $195M AUM 80.44% 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

MCP

Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return

Harbour Investments's SH Position: Q1 2025 in Review

Harbour Investments sold out of ProShares Short S&P500 (SH) in Q1 2025, closing a stake of 40 shares — an estimated $1.7K sold.

Harbour Investments first reported a position in SH in Q1 2021 and held it in 6 quarters. The position peaked at $2.83K in Q3 2024. 137 funds tracked by Wall St. Rank hold SH as of Q1 2025.

Harbour Investments reported no remaining ProShares Short S&P500 position as of Q1 2025 after selling out during the quarter.
Harbour Investments sold 40 ProShares Short S&P500 shares in Q1 2025, an estimated $1.7K.
Harbour Investments first reported a position in ProShares Short S&P500 in Q1 2021 and held it in 6 quarters.
Harbour Investments's ProShares Short S&P500 position peaked at $2.83K in Q3 2024.
137 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q1 2025.

Based on Harbour Investments's 13F filing for Q1 2025, filed 8 May 2025.