HBW Advisory Services’s ProShares Short S&P500 SH Stock Holding History

HBW Advisory 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
2023 Q1	–	Sell	-22,275	Closed	-$1.43M	–	288
2022 Q4	$1.43M	Sell	22,275 -11,225	-34%	-$720K	0.38%	76
2022 Q3	$2.32M	Buy	+33,500	New	+$2.1M	0.65%	54

Other funds holding SH

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

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

KWM

Kaydan Wealth Management Fenton, Michigan $328M AUM 24.93% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Oxbow Advisors Austin, Texas $1.23B AUM 23.59% 1-Year Est. Return

MCP

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

CPR Investments Rochester, Michigan $130M AUM 29.56% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

HBW Advisory Services's SH Position: Q1 2023 in Review

HBW Advisory Services sold out of ProShares Short S&P500 (SH) in Q1 2023, closing a stake of 22,275 shares — an estimated $1.43M sold.

HBW Advisory Services first reported a position in SH in Q3 2022 and held it in 2 quarters. The position peaked at $2.32M in Q3 2022. 221 funds tracked by Wall St. Rank hold SH as of Q1 2023.

HBW Advisory Services reported no remaining ProShares Short S&P500 position as of Q1 2023 after selling out during the quarter.
HBW Advisory Services sold 22,275 ProShares Short S&P500 shares in Q1 2023, an estimated $1.43M.
HBW Advisory Services first reported a position in ProShares Short S&P500 in Q3 2022 and held it in 2 quarters.
HBW Advisory Services's ProShares Short S&P500 position peaked at $2.32M in Q3 2022.
221 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q1 2023.

Based on HBW Advisory Services's 13F filing for Q1 2023, filed 7 Apr 2023.