JF
SH icon

Joule Financial’s ProShares Short S&P500 SH Stock Holding History

Joule 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
2024
Q4 		– Sell
-10,544
Closed -$458K – 115
2024
Q3 		$458K Buy
+10,544
New +$478K 0.17% 64

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FNC
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Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
RAG
RIA Advisory Group Des Moines, Iowa $460M AUM 29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B 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 $817M 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

Joule Financial's SH Position: Q4 2024 in Review

Joule Financial sold out of ProShares Short S&P500 (SH) in Q4 2024, closing a stake of 10,544 shares — an estimated $458K sold.

Joule Financial first reported a position in SH in Q3 2024 and held it in 1 quarter. The position peaked at $458K in Q3 2024. 121 funds tracked by Wall St. Rank hold SH as of Q4 2024.

  • Joule Financial reported no remaining ProShares Short S&P500 position as of Q4 2024 after selling out during the quarter.
  • Joule Financial sold 10,544 ProShares Short S&P500 shares in Q4 2024, an estimated $458K.
  • Joule Financial first reported a position in ProShares Short S&P500 in Q3 2024 and held it in 1 quarter.
  • Joule Financial's ProShares Short S&P500 position peaked at $458K in Q3 2024.
  • 121 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q4 2024.

Based on Joule Financial's 13F filing for Q4 2024, filed 15 Jan 2025.