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

NEIRG 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
2023
Q1 		– Sell
-245,532
Closed -$15.7M – 151
2022
Q4 		$15.7M Buy
245,532
+75,859
+45% +$4.86M 2.96% 6
2022
Q3 		$11.7M Buy
+169,673
New +$10.6M 2.35% 11

Other funds holding SH

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $328M AUM 24.93% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.23B AUM 23.59% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
CI
CPR Investments Rochester, Michigan $130M AUM 29.56% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

NEIRG Wealth Management's SH Position: Q1 2023 in Review

NEIRG Wealth Management sold out of ProShares Short S&P500 (SH) in Q1 2023, closing a stake of 245,532 shares — an estimated $15.7M sold.

NEIRG Wealth Management first reported a position in SH in Q3 2022 and held it in 2 quarters. The position peaked at $15.7M in Q4 2022. 221 funds tracked by Wall St. Rank hold SH as of Q1 2023.

  • NEIRG Wealth Management reported no remaining ProShares Short S&P500 position as of Q1 2023 after selling out during the quarter.
  • NEIRG Wealth Management sold 245,532 ProShares Short S&P500 shares in Q1 2023, an estimated $15.7M.
  • NEIRG Wealth Management first reported a position in ProShares Short S&P500 in Q3 2022 and held it in 2 quarters.
  • NEIRG Wealth Management's ProShares Short S&P500 position peaked at $15.7M in Q4 2022.
  • 221 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q1 2023.

Based on NEIRG Wealth Management's 13F filing for Q1 2023, filed 4 May 2023.