MSWM
SH icon

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

Mowery & Schoenfeld 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
-78,449
Closed -$2.98M – 383
2026
Q1 		$2.98M Buy
+78,449
New +$2.85M 4.55% 6

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

Mowery & Schoenfeld Wealth Management's SH Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management sold out of ProShares Short S&P500 (SH) in Q2 2026, closing a stake of 78,449 shares — an estimated $2.98M sold.

Mowery & Schoenfeld Wealth Management first reported a position in SH in Q1 2026 and held it in 1 quarter. The position peaked at $2.98M in Q1 2026. 116 funds tracked by Wall St. Rank hold SH as of Q2 2026.

  • Mowery & Schoenfeld Wealth Management reported no remaining ProShares Short S&P500 position as of Q2 2026 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 78,449 ProShares Short S&P500 shares in Q2 2026, an estimated $2.98M.
  • Mowery & Schoenfeld Wealth Management first reported a position in ProShares Short S&P500 in Q1 2026 and held it in 1 quarter.
  • Mowery & Schoenfeld Wealth Management's ProShares Short S&P500 position peaked at $2.98M in Q1 2026.
  • 116 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.