Level Four Advisory Services’s ProShares Short S&P500 SH Stock Holding History

Level Four Advisory Services’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	-3,339	Closed	-$185K	–	842
2023 Q2	$185K	Buy	+3,339	New	+$197K	0.01%	750
2022 Q4	–	Sell	-26,100	Closed	-$1.8M	–	710
2022 Q3	$1.8M	Buy	26,100 +3,550	+16%	+$222K	0.18%	139
2022 Q2	$1.49M	Buy	+22,550	New	+$1.39M	0.14%	164

Other funds holding SH

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

RIA Advisory Group Des Moines, Iowa $409M AUM 30.78% 1-Year Est. Return

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

IMC Chicago Chicago, Illinois $6.6B AUM 44.93% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Kaydan Wealth Management Fenton, Michigan $299M AUM 18.98% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return

CPR Investments Rochester, Michigan $130M AUM 29.7% 1-Year Est. Return