Mayflower Financial Advisors’s ProShares Short S&P500 SH Stock Holding History

Mayflower Financial Advisors’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 Q4	–	Sell	-7,650	Closed	-$443K	–	358
2023 Q3	$443K	Sell	7,650 -500	-6%	-$27.9K	0.07%	207
2023 Q2	$452K	Sell	8,150 -125	-2%	-$7.37K	0.06%	219
2023 Q1	$497K	Hold	8,275	–	–	0.07%	201
2022 Q4	$531K	Hold	8,275	–	–	0.07%	185
2022 Q3	$572K	Sell	8,275 -63	-0.8%	-$3.95K	0.09%	162
2022 Q2	$550K	Sell	8,338 -162	-2%	-$10K	0.08%	178
2022 Q1	$479K	Hold	8,500	–	–	0.06%	206
2021 Q4	$463K	Buy	+8,500	New	+$483K	0.06%	200

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

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

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

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

Pineridge Advisors St. Charles, Missouri $350M AUM 6.38% 1-Year Est. Return

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

InterOcean Capital Group Nashville, Tennessee $4.19B AUM 26.29% 1-Year Est. Return

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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