L & S Advisors’s ProShares Short S&P500 SH Stock Holding History

L & S Advisors’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	-969,036	Closed	-$67M	–	256
2022 Q3	$67M	Buy	+969,036	New	+$60.7M	11.8%	1

Other funds holding SH

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 Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

KWM

Kaydan Wealth Management Fenton, Michigan $328M AUM 24.93% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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 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

L & S Advisors's SH Position: Q4 2022 in Review

L & S Advisors sold out of ProShares Short S&P500 (SH) in Q4 2022, closing a stake of 969,036 shares — an estimated $67M sold.

L & S Advisors first reported a position in SH in Q3 2022 and held it in 1 quarter. The position peaked at $67M in Q3 2022. 256 funds tracked by Wall St. Rank hold SH as of Q4 2022.

L & S Advisors reported no remaining ProShares Short S&P500 position as of Q4 2022 after selling out during the quarter.
L & S Advisors sold 969,036 ProShares Short S&P500 shares in Q4 2022, an estimated $67M.
L & S Advisors first reported a position in ProShares Short S&P500 in Q3 2022 and held it in 1 quarter.
L & S Advisors's ProShares Short S&P500 position peaked at $67M in Q3 2022.
256 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q4 2022.

Based on L & S Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.