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

Laidlaw 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
2025 Q1	–	Sell	-57,175	Closed	-$2.42M	–	139
2024 Q4	$2.42M	Buy	57,175 +31,889	+126%	+$1.36M	1.06%	24
2024 Q3	$1.1M	Buy	25,286 +19,036	+305%	+$862K	0.54%	59
2024 Q2	$285K	Buy	+6,250	New	+$299K	0.16%	136
2024 Q1	–	Sell	-19,625	Closed	-$1.02M	–	230
2023 Q4	$1.02M	Buy	+19,625	New	+$1.1M	0.37%	79
2023 Q3	–	Sell	-7,046	Closed	-$391K	–	358
2023 Q2	$391K	Sell	7,046 -20,159	-74%	-$1.19M	0.08%	223
2023 Q1	$1.63M	Sell	27,205 -50	-0.2%	-$3.09K	0.33%	82
2022 Q4	$1.75M	Buy	27,255 +349	+1%	+$22.4K	0.37%	74
2022 Q3	$1.86M	Buy	+26,906	New	+$1.69M	0.43%	66

Other funds holding SH

SFM

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

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

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

Sykon Capital Harrison, New York $300M AUM 16.74% 1-Year Est. Return

FNC

First National Corp Rockland, Massachusetts $527M AUM 12.33% 1-Year Est. Return

RAM

Revere Asset Management Dallas, Texas $195M AUM 80.44% 1-Year Est. Return

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

SWA

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

MCP

Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Laidlaw Wealth Management's SH Position: Q1 2025 in Review

Laidlaw Wealth Management sold out of ProShares Short S&P500 (SH) in Q1 2025, closing a stake of 57,175 shares — an estimated $2.42M sold.

Laidlaw Wealth Management first reported a position in SH in Q3 2022 and held it in 8 quarters. The position peaked at $2.42M in Q4 2024. 136 funds tracked by Wall St. Rank hold SH as of Q1 2025.

Laidlaw Wealth Management reported no remaining ProShares Short S&P500 position as of Q1 2025 after selling out during the quarter.
Laidlaw Wealth Management sold 57,175 ProShares Short S&P500 shares in Q1 2025, an estimated $2.42M.
Laidlaw Wealth Management first reported a position in ProShares Short S&P500 in Q3 2022 and held it in 8 quarters.
Laidlaw Wealth Management's ProShares Short S&P500 position peaked at $2.42M in Q4 2024.
136 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q1 2025.

Based on Laidlaw Wealth Management's 13F filing for Q1 2025, filed 16 May 2025.