Harvest Investment Services’s ProShares Short S&P500 SH Stock Holding History

Harvest Investment Services’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	–	Sell	-14,725	Closed	-$531K	–	379
2025 Q4	$531K	Buy	+14,725	New	+$539K	0.1%	192
2025 Q3	–	Sell	-48,292	Closed	-$1.92M	–	370
2025 Q2	$1.92M	Buy	48,292 +5,292	+12%	+$229K	0.43%	59
2025 Q1	$1.92M	Buy	+43,000	New	+$1.83M	0.53%	42
2023 Q4	–	Sell	-18,648	Closed	-$1.08M	–	202
2023 Q3	$1.08M	Sell	18,648 -59,869	-76%	-$3.34M	0.69%	38
2023 Q2	$4.36M	Buy	78,517 +16,815	+27%	+$991K	2.49%	5
2023 Q1	$3.7M	Buy	61,702 +37,564	+156%	+$2.32M	2.86%	4
2022 Q4	$1.55M	Buy	24,138 +4,280	+22%	+$274K	1.65%	15
2022 Q3	$1.37M	Sell	19,858 -32,005	-62%	-$2M	1.68%	13
2022 Q2	$3.42M	Buy	51,863 +15,952	+44%	+$985K	2.62%	6
2022 Q1	$2.02M	Buy	35,911 +19,720	+122%	+$1.14M	1.21%	21
2021 Q4	$882K	Buy	+16,191	New	+$919K	0.37%	80

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

RIM

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

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

RSWM

Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return

TSW

Three Seasons Wealth Salt Lake City, Utah $1.1B AUM 50.99% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return

FCM

Fourpath Capital Management Oklahoma City, Oklahoma $760M AUM 29.29% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Harvest Investment Services's SH Position: Q1 2026 in Review

Harvest Investment Services sold out of ProShares Short S&P500 (SH) in Q1 2026, closing a stake of 14,725 shares — an estimated $531K sold.

Harvest Investment Services first reported a position in SH in Q4 2021 and held it in 11 quarters. The position peaked at $4.36M in Q2 2023. 148 funds tracked by Wall St. Rank hold SH as of Q1 2026.

Harvest Investment Services reported no remaining ProShares Short S&P500 position as of Q1 2026 after selling out during the quarter.
Harvest Investment Services sold 14,725 ProShares Short S&P500 shares in Q1 2026, an estimated $531K.
Harvest Investment Services first reported a position in ProShares Short S&P500 in Q4 2021 and held it in 11 quarters.
Harvest Investment Services's ProShares Short S&P500 position peaked at $4.36M in Q2 2023.
148 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q1 2026.

Based on Harvest Investment Services's 13F filing for Q1 2026, filed 15 May 2026.