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

Lake Hills 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
Q3 		– Sell
-76,295
Closed -$4.24M – 42
2023
Q2 		$4.24M Sell
76,295
-14,627
-16% -$862K 4.62% 8
2023
Q1 		$5.46M Buy
90,922
+56,246
+162% +$3.47M 5.69% 5
2022
Q4 		$2.22M Buy
+34,676
New +$2.22M 2.22% 13

Other funds holding SH

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RAG
RIA Advisory Group Des Moines, Iowa $460M AUM 29% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $328M AUM 24.93% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
CI
CPR Investments Rochester, Michigan $130M AUM 29.56% 1-Year Est. Return

Lake Hills Wealth Management's SH Position: Q3 2023 in Review

Lake Hills Wealth Management sold out of ProShares Short S&P500 (SH) in Q3 2023, closing a stake of 76,295 shares — an estimated $4.24M sold.

Lake Hills Wealth Management first reported a position in SH in Q4 2022 and held it in 3 quarters. The position peaked at $5.46M in Q1 2023. 205 funds tracked by Wall St. Rank hold SH as of Q3 2023.

  • Lake Hills Wealth Management reported no remaining ProShares Short S&P500 position as of Q3 2023 after selling out during the quarter.
  • Lake Hills Wealth Management sold 76,295 ProShares Short S&P500 shares in Q3 2023, an estimated $4.24M.
  • Lake Hills Wealth Management first reported a position in ProShares Short S&P500 in Q4 2022 and held it in 3 quarters.
  • Lake Hills Wealth Management's ProShares Short S&P500 position peaked at $5.46M in Q1 2023.
  • 205 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q3 2023.

Based on Lake Hills Wealth Management's 13F filing for Q3 2023, filed 16 Oct 2023.