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

Meridian 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
2024 Q4	–	Sell	-7,053	Closed	-$306K	–	659
2024 Q3	$306K	Sell	7,053 -1,006	-12%	-$45.6K	0.02%	514
2024 Q2	$368K	Buy	+8,059	New	+$386K	0.04%	208
2024 Q1	–	Sell	-28,876	Closed	-$1.5M	–	463
2023 Q4	$1.5M	Sell	28,876 -12	-0%	-$672	0.1%	203
2023 Q3	$1.67M	Sell	28,888 -13	-0%	-$726	0.1%	172
2023 Q2	$1.6M	Sell	28,901 -3,644	-11%	-$215K	0.14%	142
2023 Q1	$1.95M	Hold	32,545	–	–	0.17%	127
2022 Q4	$2.09M	Hold	32,545	–	–	0.2%	118
2022 Q3	$2.25M	Sell	32,545 -1,380	-4%	-$86.4K	0.24%	100
2022 Q2	$2.24M	Buy	+33,925	New	+$2.09M	0.18%	138

Other funds holding SH

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

FNC

First National Corp Rockland, Massachusetts $527M AUM 12.33% 1-Year Est. Return

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

RAG

RIA Advisory Group Des Moines, Iowa $460M AUM 29% 1-Year Est. Return

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

AWA

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

WAM

Wakefield Asset Management Englewood, Colorado $444M AUM 46.63% 1-Year Est. Return

MCP

Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 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

Meridian Wealth Management's SH Position: Q4 2024 in Review

Meridian Wealth Management sold out of ProShares Short S&P500 (SH) in Q4 2024, closing a stake of 7,053 shares — an estimated $306K sold.

Meridian Wealth Management first reported a position in SH in Q2 2022 and held it in 9 quarters. The position peaked at $2.25M in Q3 2022. 121 funds tracked by Wall St. Rank hold SH as of Q4 2024.

Meridian Wealth Management reported no remaining ProShares Short S&P500 position as of Q4 2024 after selling out during the quarter.
Meridian Wealth Management sold 7,053 ProShares Short S&P500 shares in Q4 2024, an estimated $306K.
Meridian Wealth Management first reported a position in ProShares Short S&P500 in Q2 2022 and held it in 9 quarters.
Meridian Wealth Management's ProShares Short S&P500 position peaked at $2.25M in Q3 2022.
121 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q4 2024.

Based on Meridian Wealth Management's 13F filing for Q4 2024, filed 6 Feb 2025.