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

Mascoma 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	-141	Closed	-$5.98K	–	533
2024 Q4	$5.98K	Sell	141 -1	-0.7%	-$43	﹤0.01%	391
2024 Q3	$6.15K	Hold	142	–	–	﹤0.01%	370
2024 Q2	$6.47K	Buy	+142	New	+$6.8K	﹤0.01%	384
2018 Q2	–	Sell	-625	Closed	-$76K	–	404
2018 Q1	$76K	Hold	625	–	–	0.05%	123
2017 Q4	$73K	Sell	625 -63	-9%	-$7.83K	0.05%	126
2017 Q3	$88K	Buy	688 +63	+10%	+$8.28K	0.06%	120
2017 Q2	$84K	Hold	625	–	–	0.06%	124
2017 Q1	$86K	Hold	625	–	–	0.06%	110
2016 Q4	$91K	Buy	+625	New	+$94.1K	0.07%	106

Other funds holding SH

SFM

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Sykon Capital Harrison, New York $325M AUM 19.22% 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 $97.6B AUM 29.43% 1-Year Est. Return

SWA

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

MCP

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return

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

Mascoma Wealth Management sold out of ProShares Short S&P500 (SH) in Q1 2025, closing a stake of 141 shares — an estimated $5.98K sold.

Mascoma Wealth Management first reported a position in SH in Q4 2016 and held it in 9 quarters. The position peaked at $91K in Q4 2016. 137 funds tracked by Wall St. Rank hold SH as of Q1 2025.

Mascoma Wealth Management reported no remaining ProShares Short S&P500 position as of Q1 2025 after selling out during the quarter.
Mascoma Wealth Management sold 141 ProShares Short S&P500 shares in Q1 2025, an estimated $5.98K.
Mascoma Wealth Management first reported a position in ProShares Short S&P500 in Q4 2016 and held it in 9 quarters.
Mascoma Wealth Management's ProShares Short S&P500 position peaked at $91K in Q4 2016.
137 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q1 2025.

Based on Mascoma Wealth Management's 13F filing for Q1 2025, filed 24 Apr 2025.