Heck Capital Advisors’s ProShares Short S&P500 SH Stock Holding History

Heck Capital 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
2022 Q4	–	Sell	-216,725	Closed	-$15M	–	148
2022 Q3	$15M	Buy	216,725 +116,704	+117%	+$7.31M	3.08%	8
2022 Q2	$6.6M	Buy	+100,021	New	+$6.17M	1.33%	23

Other funds holding SH

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

SFM

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

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 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

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

BRWA

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

Heck Capital Advisors's SH Position: Q4 2022 in Review

Heck Capital Advisors sold out of ProShares Short S&P500 (SH) in Q4 2022, closing a stake of 216,725 shares — an estimated $15M sold.

Heck Capital Advisors first reported a position in SH in Q2 2022 and held it in 2 quarters. The position peaked at $15M in Q3 2022. 256 funds tracked by Wall St. Rank hold SH as of Q4 2022.

Heck Capital Advisors reported no remaining ProShares Short S&P500 position as of Q4 2022 after selling out during the quarter.
Heck Capital Advisors sold 216,725 ProShares Short S&P500 shares in Q4 2022, an estimated $15M.
Heck Capital Advisors first reported a position in ProShares Short S&P500 in Q2 2022 and held it in 2 quarters.
Heck Capital Advisors's ProShares Short S&P500 position peaked at $15M in Q3 2022.
256 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q4 2022.

Based on Heck Capital Advisors's 13F filing for Q4 2022, filed 19 May 2025.