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HUB Investment Partners’s ProShares Short S&P500 SH Stock Holding History

HUB Investment Partners’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
Q3 		– Sell
-38,805
Closed -$2.15M – 285
2023
Q2 		$2.15M Sell
38,805
-3,529
-8% -$208K 0.36% 69
2023
Q1 		$2.54M Buy
+42,334
New +$2.61M 0.53% 55
2022
Q4 		– Sell
-33,909
Closed -$2.34M – 176
2022
Q3 		$2.34M Sell
33,909
-223
-0.7% -$14K 0.71% 38
2022
Q2 		$2.25M Buy
34,132
+3,759
+12% +$232K 0.7% 39
2022
Q1 		$1.71M Buy
+30,373
New +$1.75M 0.4% 65

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
RAG
RIA Advisory Group Des Moines, Iowa $460M AUM 29% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $328M AUM 24.93% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
CI
CPR Investments Rochester, Michigan $130M AUM 29.56% 1-Year Est. Return

HUB Investment Partners's SH Position: Q3 2023 in Review

HUB Investment Partners sold out of ProShares Short S&P500 (SH) in Q3 2023, closing a stake of 38,805 shares — an estimated $2.15M sold.

HUB Investment Partners first reported a position in SH in Q1 2022 and held it in 5 quarters. The position peaked at $2.54M in Q1 2023. 205 funds tracked by Wall St. Rank hold SH as of Q3 2023.

  • HUB Investment Partners reported no remaining ProShares Short S&P500 position as of Q3 2023 after selling out during the quarter.
  • HUB Investment Partners sold 38,805 ProShares Short S&P500 shares in Q3 2023, an estimated $2.15M.
  • HUB Investment Partners first reported a position in ProShares Short S&P500 in Q1 2022 and held it in 5 quarters.
  • HUB Investment Partners's ProShares Short S&P500 position peaked at $2.54M in Q1 2023.
  • 205 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q3 2023.

Based on HUB Investment Partners's 13F filing for Q3 2023, filed 14 Nov 2023.