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

Mutual 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
2024
Q1 		– Sell
-4,709
Closed -$245K – 1126
2023
Q4 		$245K Buy
+4,709
New +$264K 0.01% 890
2023
Q2 		– Sell
-38,462
Closed -$2.31M – 1060
2023
Q1 		$2.31M Sell
38,462
-42,840
-53% -$2.65M 0.09% 215
2022
Q4 		$5.21M Buy
81,302
+46,243
+132% +$2.96M 0.23% 91
2022
Q3 		$2.42M Sell
35,059
-94,079
-73% -$5.89M 0.12% 164
2022
Q2 		$8.52M Buy
129,138
+101,173
+362% +$6.25M 0.56% 26
2022
Q1 		$1.58M Buy
+27,965
New +$1.62M 0.09% 257
2020
Q2 		– Sell
-6,256
Closed -$692K – 674
2020
Q1 		$692K Buy
+6,256
New +$632K 0.09% 228
2019
Q3 		– Sell
-2,152
Closed -$229K – 595
2019
Q2 		$229K Buy
+2,152
New +$234K 0.03% 495
2019
Q1 		– Sell
-14,610
Closed -$1.83M – 493
2018
Q4 		$1.83M Buy
+14,610
New +$1.72M 0.36% 64

Other funds holding SH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
PA
Pineridge Advisors St. Charles, Missouri $350M AUM 6.38% 1-Year Est. Return
RAG
RIA Advisory Group Des Moines, Iowa $421M AUM 30.78% 1-Year Est. Return
ICG
InterOcean Capital Group Nashville, Tennessee $4.19B AUM 26.29% 1-Year Est. Return
CI
CPR Investments Rochester, Michigan $130M AUM 29.56% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $1.89B AUM 19.41% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mutual Advisors's SH Position: Q1 2024 in Review

Mutual Advisors sold out of ProShares Short S&P500 (SH) in Q1 2024, closing a stake of 4,709 shares — an estimated $245K sold.

Mutual Advisors first reported a position in SH in Q4 2018 and held it in 9 quarters. The position peaked at $8.52M in Q2 2022. 158 funds tracked by Wall St. Rank hold SH as of Q1 2024.

  • Mutual Advisors reported no remaining ProShares Short S&P500 position as of Q1 2024 after selling out during the quarter.
  • Mutual Advisors sold 4,709 ProShares Short S&P500 shares in Q1 2024, an estimated $245K.
  • Mutual Advisors first reported a position in ProShares Short S&P500 in Q4 2018 and held it in 9 quarters.
  • Mutual Advisors's ProShares Short S&P500 position peaked at $8.52M in Q2 2022.
  • 158 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q1 2024.

Based on Mutual Advisors's 13F filing for Q1 2024, filed 2 May 2024.