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

Kingsview 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
2023
Q4 		– Sell
-11,848
Closed -$686K – 1019
2023
Q3 		$686K Hold
11,848
– – 0.02% 540
2023
Q2 		$658K Hold
11,848
– – 0.03% 521
2023
Q1 		$711K Hold
11,848
– – 0.03% 485
2022
Q4 		$760K Sell
11,848
-250
-2% -$16K 0.03% 405
2022
Q3 		$836K Buy
+12,098
New +$758K 0.04% 370
2021
Q3 		– Sell
-9,500
Closed -$582K – 1001
2021
Q2 		$582K Sell
9,500
-175
-2% -$11.1K 0.03% 522
2021
Q1 		$642K Buy
9,675
+1,437
+17% +$99.7K 0.04% 458
2020
Q4 		$592K Sell
8,238
-16,140
-66% -$1.23M 0.04% 410
2020
Q3 		$1.98M Sell
24,378
-166,072
-87% -$13.8M 0.18% 137
2020
Q2 		$17M Buy
190,450
+166,140
+683% +$16M 1.7% 7
2020
Q1 		$2.69M Buy
24,310
+20,997
+634% +$2.12M 0.36% 79
2019
Q4 		$318K Sell
3,313
-3,625
-52% -$366K 0.04% 362
2019
Q3 		$725K Buy
6,938
+1,300
+23% +$137K 0.11% 195
2019
Q2 		$600K Sell
5,638
-1,875
-25% -$204K 0.1% 218
2019
Q1 		$831K Hold
7,513
– – 0.13% 196
2018
Q4 		$941K Buy
7,513
+2,463
+49% +$290K 0.21% 135
2018
Q3 		$552K Sell
5,050
-125
-2% -$14K 0.11% 215
2018
Q2 		$607K Buy
5,175
+50
+1% +$5.91K 0.15% 173
2018
Q1 		$621K Buy
+5,125
New +$604K 0.15% 174

Other funds holding SH

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
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
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
PA
Pineridge Advisors St. Charles, Missouri $350M AUM 6.38% 1-Year Est. Return
CI
CPR Investments Rochester, Michigan $130M AUM 29.56% 1-Year Est. Return
ICG
InterOcean Capital Group Nashville, Tennessee $4.19B AUM 26.29% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Kingsview Wealth Management's SH Position: Q4 2023 in Review

Kingsview Wealth Management sold out of ProShares Short S&P500 (SH) in Q4 2023, closing a stake of 11,848 shares — an estimated $686K sold.

Kingsview Wealth Management first reported a position in SH in Q1 2018 and held it in 19 quarters. The position peaked at $17M in Q2 2020. 191 funds tracked by Wall St. Rank hold SH as of Q4 2023.

  • Kingsview Wealth Management reported no remaining ProShares Short S&P500 position as of Q4 2023 after selling out during the quarter.
  • Kingsview Wealth Management sold 11,848 ProShares Short S&P500 shares in Q4 2023, an estimated $686K.
  • Kingsview Wealth Management first reported a position in ProShares Short S&P500 in Q1 2018 and held it in 19 quarters.
  • Kingsview Wealth Management's ProShares Short S&P500 position peaked at $17M in Q2 2020.
  • 191 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q4 2023.

Based on Kingsview Wealth Management's 13F filing for Q4 2023, filed 8 Feb 2024.