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

Krilogy 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
Q2 		– Sell
-4,228
Closed -$238K – 325
2022
Q1 		$238K Buy
+4,228
New +$244K 0.02% 283
2018
Q4 		– Sell
-334
Closed -$36K – 565
2018
Q3 		$36K Buy
+334
New +$37.4K 0.01% 355

Other funds holding SH

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SFM
Stack Financial Management Whitefish, Montana $1.28B AUM 18.06% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
FM
Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
KWM
Kaydan Wealth Management Fenton, Michigan $328M AUM 24.93% 1-Year Est. Return
FFC
Fure Financial Corporation Bloomington, Minnesota $122M AUM 1.51% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return

Krilogy Financial's SH Position: Q2 2022 in Review

Krilogy Financial sold out of ProShares Short S&P500 (SH) in Q2 2022, closing a stake of 4,228 shares — an estimated $238K sold.

Krilogy Financial first reported a position in SH in Q3 2018 and held it in 2 quarters. The position peaked at $238K in Q1 2022. 233 funds tracked by Wall St. Rank hold SH as of Q2 2022.

  • Krilogy Financial reported no remaining ProShares Short S&P500 position as of Q2 2022 after selling out during the quarter.
  • Krilogy Financial sold 4,228 ProShares Short S&P500 shares in Q2 2022, an estimated $238K.
  • Krilogy Financial first reported a position in ProShares Short S&P500 in Q3 2018 and held it in 2 quarters.
  • Krilogy Financial's ProShares Short S&P500 position peaked at $238K in Q1 2022.
  • 233 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q2 2022.

Based on Krilogy Financial's 13F filing for Q2 2022, filed 14 Jul 2022.