HR
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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 – 879
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 – 1062
2015
Q3 		$68K Buy
+375
New +$64.7K 0.02% 236

Other funds holding SH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FNC
First National Corp Rockland, Massachusetts $527M AUM 12.33% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
RAG
RIA Advisory Group Des Moines, Iowa $409M AUM 30.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
WAM
Wakefield Asset Management Englewood, Colorado $377M AUM 38.72% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $816M AUM 42.46% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return