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

National Wealth Management Group’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	-3,422	Closed	-$148K	–	170
2024 Q3	$148K	Sell	3,422 -163	-5%	-$7.38K	0.1%	137
2024 Q2	$164K	Sell	3,585 -935	-21%	-$44.8K	0.12%	127
2024 Q1	$214K	Sell	4,520 -4	-0.1%	-$200	0.17%	124
2023 Q4	$235K	Buy	+4,524	New	+$253K	0.23%	119
2022 Q3	–	Sell	-6,271	Closed	-$414K	–	152
2022 Q2	$414K	Buy	+6,271	New	+$387K	0.52%	53

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

National Wealth Management Group's SH Position: Q4 2024 in Review

National Wealth Management Group sold out of ProShares Short S&P500 (SH) in Q4 2024, closing a stake of 3,422 shares — an estimated $148K sold.

National Wealth Management Group first reported a position in SH in Q2 2022 and held it in 5 quarters. The position peaked at $414K in Q2 2022. 121 funds tracked by Wall St. Rank hold SH as of Q4 2024.

National Wealth Management Group reported no remaining ProShares Short S&P500 position as of Q4 2024 after selling out during the quarter.
National Wealth Management Group sold 3,422 ProShares Short S&P500 shares in Q4 2024, an estimated $148K.
National Wealth Management Group first reported a position in ProShares Short S&P500 in Q2 2022 and held it in 5 quarters.
National Wealth Management Group's ProShares Short S&P500 position peaked at $414K in Q2 2022.
121 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q4 2024.

Based on National Wealth Management Group's 13F filing for Q4 2024, filed 12 Feb 2025.