Legacy Capital Wealth Partners’s ProShares Short S&P500 SH Stock Holding History

Legacy Capital Wealth Partners’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
2026 Q2	–	Sell	-47,897	Closed	-$1.82M	–	408
2026 Q1	$1.82M	Buy	+47,897	New	+$1.74M	0.37%	46
2023 Q4	–	Sell	-5,824	Closed	-$337K	–	305
2023 Q3	$337K	Buy	+5,824	New	+$325K	0.09%	201

Other funds holding SH

SFM

Stack Financial Management Whitefish, Montana $1.28B AUM 18.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return

DRW Securities Chicago, Illinois $4.11B AUM 21.98% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

GWANC

Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.78B AUM 19.66% 1-Year Est. Return

Legacy Capital Wealth Partners's SH Position: Q2 2026 in Review

Legacy Capital Wealth Partners sold out of ProShares Short S&P500 (SH) in Q2 2026, closing a stake of 47,897 shares — an estimated $1.82M sold.

Legacy Capital Wealth Partners first reported a position in SH in Q3 2023 and held it in 2 quarters. The position peaked at $1.82M in Q1 2026. 116 funds tracked by Wall St. Rank hold SH as of Q2 2026.

Legacy Capital Wealth Partners reported no remaining ProShares Short S&P500 position as of Q2 2026 after selling out during the quarter.
Legacy Capital Wealth Partners sold 47,897 ProShares Short S&P500 shares in Q2 2026, an estimated $1.82M.
Legacy Capital Wealth Partners first reported a position in ProShares Short S&P500 in Q3 2023 and held it in 2 quarters.
Legacy Capital Wealth Partners's ProShares Short S&P500 position peaked at $1.82M in Q1 2026.
116 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.