JMF
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Johnson Midwest Financial’s ProShares Short S&P500 SH Stock Holding History

Johnson Midwest Financial’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
-3,528
Closed -$244K – 394
2022
Q3 		$244K Buy
+3,528
New +$221K 0.93% 20

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SFM
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Baird Financial Group
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UBS Group
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KWM
Kaydan Wealth Management Fenton, Michigan $328M AUM 24.93% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
OA
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
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

Johnson Midwest Financial's SH Position: Q4 2022 in Review

Johnson Midwest Financial sold out of ProShares Short S&P500 (SH) in Q4 2022, closing a stake of 3,528 shares — an estimated $244K sold.

Johnson Midwest Financial first reported a position in SH in Q3 2022 and held it in 1 quarter. The position peaked at $244K in Q3 2022. 256 funds tracked by Wall St. Rank hold SH as of Q4 2022.

  • Johnson Midwest Financial reported no remaining ProShares Short S&P500 position as of Q4 2022 after selling out during the quarter.
  • Johnson Midwest Financial sold 3,528 ProShares Short S&P500 shares in Q4 2022, an estimated $244K.
  • Johnson Midwest Financial first reported a position in ProShares Short S&P500 in Q3 2022 and held it in 1 quarter.
  • Johnson Midwest Financial's ProShares Short S&P500 position peaked at $244K in Q3 2022.
  • 256 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q4 2022.

Based on Johnson Midwest Financial's 13F filing for Q4 2022, filed 26 Jan 2023.