Kaydan Wealth Management’s ProShares Short S&P500 SH Stock Holding History

Kaydan Wealth Management’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
2026 Q1	$14.7M	Buy	+387,723	New	+$14.1M	4.92%	7
2025 Q2	–	Sell	-152,228	Closed	-$6.78M	–	117
2025 Q1	$6.78M	Buy	+152,228	New	+$6.48M	2.18%	11
2024 Q1	–	Sell	-81,601	Closed	-$4.24M	–	107
2023 Q4	$4.24M	Sell	81,601 -272,940	-77%	-$15.3M	1.72%	12
2023 Q3	$20.5M	Sell	354,541 -132,776	-27%	-$7.41M	8.19%	3
2023 Q2	$27.1M	Sell	487,317 -508,701	-51%	-$30M	11.34%	4
2023 Q1	$59.8M	Buy	996,018 +238,369	+31%	+$14.7M	24.5%	1
2022 Q4	$48.6M	Buy	757,649 +65,437	+9%	+$4.2M	19.43%	2
2022 Q3	$47.8M	Buy	692,212 +251,279	+57%	+$15.7M	26.41%	2
2022 Q2	$29.1M	Buy	+440,933	New	+$27.2M	16.2%	1

Other funds holding SH

SFM

Stack Financial Management Whitefish, Montana $1.36B AUM 28.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RIM

Ryan Investment Management Basalt, Colorado $221M AUM 23.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RSWM

Robertson Stephens Wealth Management San Francisco, California $3.57B AUM 28.36% 1-Year Est. Return

TSW

Three Seasons Wealth Salt Lake City, Utah $262M AUM 45.03% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return

FCM

Fourpath Capital Management Oklahoma City, Oklahoma $697M AUM 29.98% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Kaydan Wealth Management's SH Position: Q1 2026 in Review

Kaydan Wealth Management opened a new position in ProShares Short S&P500 (SH) in Q1 2026: 387,723 shares worth $14.7M. The stake represents 4.92% of the portfolio and ranks #7 among its holdings. This is a return to the name: Kaydan Wealth Management previously reported a position in SH as recently as Q1 2025.

Kaydan Wealth Management first reported a position in SH in Q2 2022 and has held it in 9 quarters since. The position peaked at $59.8M in Q1 2023. 148 funds tracked by Wall St. Rank hold SH as of Q1 2026.

Kaydan Wealth Management held 387,723 shares of ProShares Short S&P500 worth $14.7M as of Q1 2026.
ProShares Short S&P500 was a new Kaydan Wealth Management position in Q1 2026.
ProShares Short S&P500 made up 4.92% of Kaydan Wealth Management's portfolio in Q1 2026, its #7 holding.
Kaydan Wealth Management first reported a position in ProShares Short S&P500 in Q2 2022 and has held it in 9 quarters since.
Kaydan Wealth Management's ProShares Short S&P500 position peaked at $59.8M in Q1 2023.
148 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q1 2026.

Based on Kaydan Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.