IFG
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Independent Financial Group’s ProShares Short S&P500 SH Stock Holding History

Independent Financial Group’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
2020
Q4 		– Sell
-5,243
Closed -$426K – 600
2020
Q3 		$426K Sell
5,243
-375
-7% -$31.1K 0.08% 276
2020
Q2 		$502K Buy
+5,618
New +$540K 0.11% 223

Other funds holding SH

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
TC
Telemus Capital Southfield, Michigan $1.21B AUM 23.28% 1-Year Est. Return
TGCMU
Titan Global Capital Management USA New York $790M AUM 57.08% 1-Year Est. Return
NC
Naman Capital Sao Paulo, Brazil $323M AUM 37.1% 1-Year Est. Return
BCP
Berkeley Capital Partners Milton, Georgia $486M AUM 24.56% 1-Year Est. Return
SIM
Sterling Investment Management Tucson, Arizona $182M AUM 9.75% 1-Year Est. Return

Independent Financial Group's SH Position: Q4 2020 in Review

Independent Financial Group sold out of ProShares Short S&P500 (SH) in Q4 2020, closing a stake of 5,243 shares — an estimated $426K sold.

Independent Financial Group first reported a position in SH in Q2 2020 and held it in 2 quarters. The position peaked at $502K in Q2 2020. 178 funds tracked by Wall St. Rank hold SH as of Q4 2020.

  • Independent Financial Group reported no remaining ProShares Short S&P500 position as of Q4 2020 after selling out during the quarter.
  • Independent Financial Group sold 5,243 ProShares Short S&P500 shares in Q4 2020, an estimated $426K.
  • Independent Financial Group first reported a position in ProShares Short S&P500 in Q2 2020 and held it in 2 quarters.
  • Independent Financial Group's ProShares Short S&P500 position peaked at $502K in Q2 2020.
  • 178 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q4 2020.

Based on Independent Financial Group's 13F filing for Q4 2020, filed 15 Jun 2026.