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

Lionsbridge 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
2026
Q2 		– Sell
-31,109
Closed -$1.18M – 74
2026
Q1 		$1.18M Buy
+31,109
New +$1.13M 1.19% 29
2025
Q2 		– Sell
-8,094
Closed -$361K – 70
2025
Q1 		$361K Buy
+8,094
New +$345K 0.32% 52
2024
Q3 		– Sell
-8,658
Closed -$395K – 75
2024
Q2 		$395K Buy
+8,658
New +$415K 0.32% 52
2024
Q1 		– Sell
-25,076
Closed -$1.3M – 63
2023
Q4 		$1.3M Sell
25,076
-18,243
-42% -$1.02M 1.04% 30
2023
Q3 		$2.51M Buy
43,319
+39,779
+1,124% +$2.22M 2.38% 13
2023
Q2 		$197K Buy
+3,540
New +$209K 0.18% 43
2023
Q1 		– Sell
-98,919
Closed -$6.34M – 47
2022
Q4 		$6.34M Sell
98,919
-61,318
-38% -$3.93M 6.18% 4
2022
Q3 		$11.1M Buy
160,237
+80,791
+102% +$5.06M 15.86% 2
2022
Q2 		$5.24M Buy
79,446
+71,547
+906% +$4.42M 6.06% 4
2022
Q1 		$445K Buy
+7,899
New +$456K 0.52% 44
2021
Q4 		– Sell
-74,173
Closed -$4.52M – 55
2021
Q3 		$4.52M Buy
74,173
+26,006
+54% +$1.55M 4.88% 2
2021
Q2 		$2.96M Buy
+48,167
New +$3.06M 3.17% 7
2021
Q1 		– Sell
-17,745
Closed -$1.27M – 59
2020
Q4 		$1.27M Sell
17,745
-905
-5% -$69.1K 1.38% 28
2020
Q3 		$1.51M Sell
18,650
-33,279
-64% -$2.76M 1.82% 14
2020
Q2 		$4.64M Buy
+51,929
New +$4.99M 5.23% 2
2020
Q1 		– Sell
-14,301
Closed -$1.37M – 271
2019
Q4 		$1.37M Buy
+14,301
New +$1.44M 1.28% 22

Other funds holding SH

SFM
Stack Financial Management Whitefish, Montana $1.28B AUM 18.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Focus Partners Wealth
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
JF
Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return
DS
DRW Securities Chicago, Illinois $4.11B AUM 21.98% 1-Year Est. Return
IMC Chicago
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

Lionsbridge Wealth Management's SH Position: Q2 2026 in Review

Lionsbridge Wealth Management sold out of ProShares Short S&P500 (SH) in Q2 2026, closing a stake of 31,109 shares — an estimated $1.18M sold.

Lionsbridge Wealth Management first reported a position in SH in Q4 2019 and held it in 16 quarters. The position peaked at $11.1M in Q3 2022. 116 funds tracked by Wall St. Rank hold SH as of Q2 2026.

  • Lionsbridge Wealth Management reported no remaining ProShares Short S&P500 position as of Q2 2026 after selling out during the quarter.
  • Lionsbridge Wealth Management sold 31,109 ProShares Short S&P500 shares in Q2 2026, an estimated $1.18M.
  • Lionsbridge Wealth Management first reported a position in ProShares Short S&P500 in Q4 2019 and held it in 16 quarters.
  • Lionsbridge Wealth Management's ProShares Short S&P500 position peaked at $11.1M in Q3 2022.
  • 116 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q2 2026.

Based on Lionsbridge Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.