MWM
SH icon

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

Modern 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
-5,599
Closed -$211K – 1139
2026
Q1 		$211K Buy
+5,599
New +$204K ﹤0.01% 826

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

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

Modern Wealth Management sold out of ProShares Short S&P500 (SH) in Q2 2026, closing a stake of 5,599 shares — an estimated $211K sold.

Modern Wealth Management first reported a position in SH in Q1 2026 and held it in 1 quarter. The position peaked at $211K in Q1 2026. 116 funds tracked by Wall St. Rank hold SH as of Q2 2026.

  • Modern Wealth Management reported no remaining ProShares Short S&P500 position as of Q2 2026 after selling out during the quarter.
  • Modern Wealth Management sold 5,599 ProShares Short S&P500 shares in Q2 2026, an estimated $211K.
  • Modern Wealth Management first reported a position in ProShares Short S&P500 in Q1 2026 and held it in 1 quarter.
  • Modern Wealth Management's ProShares Short S&P500 position peaked at $211K in Q1 2026.
  • 116 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.