Howe & Rusling’s ProShares Short S&P500 SH Stock Holding History

Howe & Rusling’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
2024 Q4	–	Sell	-19	Closed	-$814	–	456
2024 Q3	$814	Buy	+19	New	+$861	﹤0.01%	401
2020 Q2	–	Sell	-10	Closed	-$1K	–	890
2020 Q1	$1K	Buy	+10	New	+$1.01K	﹤0.01%	735
2019 Q2	–	Sell	-43	Closed	-$5K	–	877
2019 Q1	$5K	Hold	43	–	–	﹤0.01%	544
2018 Q4	$5K	Buy	+43	New	+$5.06K	﹤0.01%	551
2015 Q4	–	Sell	-375	Closed	-$68K	–	1061
2015 Q3	$68K	Buy	+375	New	+$64.7K	0.02%	236

Other funds holding SH

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

FNC

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

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

RAG

RIA Advisory Group Des Moines, Iowa $460M AUM 29% 1-Year Est. Return

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

AWA

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

WAM

Wakefield Asset Management Englewood, Colorado $444M AUM 46.63% 1-Year Est. Return

MCP

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

SWA

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

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Howe & Rusling's SH Position: Q4 2024 in Review

Howe & Rusling sold out of ProShares Short S&P500 (SH) in Q4 2024, closing a stake of 19 shares — an estimated $814 sold.

Howe & Rusling first reported a position in SH in Q3 2015 and held it in 5 quarters. The position peaked at $68K in Q3 2015. 121 funds tracked by Wall St. Rank hold SH as of Q4 2024.

Howe & Rusling reported no remaining ProShares Short S&P500 position as of Q4 2024 after selling out during the quarter.
Howe & Rusling sold 19 ProShares Short S&P500 shares in Q4 2024, an estimated $814.
Howe & Rusling first reported a position in ProShares Short S&P500 in Q3 2015 and held it in 5 quarters.
Howe & Rusling's ProShares Short S&P500 position peaked at $68K in Q3 2015.
121 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q4 2024.

Based on Howe & Rusling's 13F filing for Q4 2024, filed 12 Feb 2025.