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

Moulton 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
-202,391
Closed -$7.63M – 71
2026
Q1 		$7.63M Buy
+202,391
New +$7.36M 5.2% 4

Other funds holding SH

CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return
AFS
AFG Fiduciary Services Hingham, Massachusetts $128M AUM 24.3% 1-Year Est. Return
ADBIC
A.D. Beadell Investment Counsel Mequon, Wisconsin $156M AUM 29.03% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
BA
Ballew Advisors Jackson, Mississippi $194M AUM 20.37% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
VWM
Vigilare Wealth Management Scottsdale, Arizona $326M AUM 21.58% 1-Year Est. Return

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

Moulton Wealth Management sold out of ProShares Short S&P500 (SH) in Q2 2026, closing a stake of 202,391 shares — an estimated $7.63M sold.

Moulton Wealth Management first reported a position in SH in Q1 2026 and held it in 1 quarter. The position peaked at $7.63M in Q1 2026. 15 funds tracked by Wall St. Rank hold SH as of Q2 2026.

  • Moulton Wealth Management reported no remaining ProShares Short S&P500 position as of Q2 2026 after selling out during the quarter.
  • Moulton Wealth Management sold 202,391 ProShares Short S&P500 shares in Q2 2026, an estimated $7.63M.
  • Moulton Wealth Management first reported a position in ProShares Short S&P500 in Q1 2026 and held it in 1 quarter.
  • Moulton Wealth Management's ProShares Short S&P500 position peaked at $7.63M in Q1 2026.
  • 15 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q2 2026.

Based on Moulton Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.