HWA
SH icon

HCR Wealth Advisors’s ProShares Short S&P500 SH Stock Holding History

HCR Wealth Advisors’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
Q2 		– Sell
-5,212
Closed -$232K – 243
2025
Q1 		$232K Sell
5,212
-1,500
-22% -$63.9K 0.03% 207
2024
Q4 		$284K Buy
+6,712
New +$286K 0.04% 184
2024
Q2 		– Sell
-14,049
Closed -$666K – 230
2024
Q1 		$666K Buy
+14,049
New +$703K 0.1% 113
2023
Q3 		– Sell
-150,665
Closed -$8.36M – 188
2023
Q2 		$8.36M Sell
150,665
-18,903
-11% -$1.11M 1.55% 10
2023
Q1 		$10.2M Sell
169,568
-698
-0.4% -$43.1K 2.01% 9
2022
Q4 		$10.9M Buy
170,266
+37,846
+29% +$2.43M 2.29% 8
2022
Q3 		$9.15M Buy
132,420
+46,976
+55% +$2.94M 1.94% 11
2022
Q2 		$5.64M Buy
+85,444
New +$5.27M 1.13% 15
2021
Q1 		– Sell
-5,813
Closed -$418K – 259
2020
Q4 		$418K Sell
5,813
-184,126
-97% -$14.1M 0.09% 130
2020
Q3 		$15.4M Sell
189,939
-188,324
-50% -$15.6M 3.53% 6
2020
Q2 		$33.6M Buy
+378,263
New +$36.3M 7.89% 3
2019
Q3 		– Sell
-83,418
Closed -$8.88M – 161
2019
Q2 		$8.88M Buy
83,418
+2,883
+4% +$314K 2.52% 6
2019
Q1 		$8.91M Buy
80,535
+54,402
+208% +$6.29M 2.56% 9
2018
Q4 		$3.27M Buy
+26,133
New +$3.08M 1.06% 15

Other funds holding SH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RCP
Rothschild Capital Partners New York $408M AUM 25.87% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FNC
First National Corp Rockland, Massachusetts $527M AUM 12.33% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CI
CPR Investments Rochester, Michigan $130M AUM 29.56% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

HCR Wealth Advisors's SH Position: Q2 2025 in Review

HCR Wealth Advisors sold out of ProShares Short S&P500 (SH) in Q2 2025, closing a stake of 5,212 shares — an estimated $232K sold.

HCR Wealth Advisors first reported a position in SH in Q4 2018 and held it in 14 quarters. The position peaked at $33.6M in Q2 2020. 123 funds tracked by Wall St. Rank hold SH as of Q2 2025.

  • HCR Wealth Advisors reported no remaining ProShares Short S&P500 position as of Q2 2025 after selling out during the quarter.
  • HCR Wealth Advisors sold 5,212 ProShares Short S&P500 shares in Q2 2025, an estimated $232K.
  • HCR Wealth Advisors first reported a position in ProShares Short S&P500 in Q4 2018 and held it in 14 quarters.
  • HCR Wealth Advisors's ProShares Short S&P500 position peaked at $33.6M in Q2 2020.
  • 123 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q2 2025.

Based on HCR Wealth Advisors's 13F filing for Q2 2025, filed 17 Jul 2025.