NWS
SH icon

Nvest Wealth Strategies’s ProShares Short S&P500 SH Stock Holding History

Nvest Wealth Strategies’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
Q1 		– Sell
-25
Closed -$901 – 409
2025
Q4 		$901 Buy
+25
New +$916 ﹤0.01% 199

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 $1.66T AUM 25.57% 1-Year Est. Return
RIM
Ryan Investment Management Basalt, Colorado $221M AUM 23.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RSWM
Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return
TSW
Three Seasons Wealth Salt Lake City, Utah $262M AUM 45.03% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return
FCM
Fourpath Capital Management Oklahoma City, Oklahoma $760M AUM 29.29% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Nvest Wealth Strategies's SH Position: Q1 2026 in Review

Nvest Wealth Strategies sold out of ProShares Short S&P500 (SH) in Q1 2026, closing a stake of 25 shares — an estimated $901 sold.

Nvest Wealth Strategies first reported a position in SH in Q4 2025 and held it in 1 quarter. The position peaked at $901 in Q4 2025. 148 funds tracked by Wall St. Rank hold SH as of Q1 2026.

  • Nvest Wealth Strategies reported no remaining ProShares Short S&P500 position as of Q1 2026 after selling out during the quarter.
  • Nvest Wealth Strategies sold 25 ProShares Short S&P500 shares in Q1 2026, an estimated $901.
  • Nvest Wealth Strategies first reported a position in ProShares Short S&P500 in Q4 2025 and held it in 1 quarter.
  • Nvest Wealth Strategies's ProShares Short S&P500 position peaked at $901 in Q4 2025.
  • 148 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q1 2026.

Based on Nvest Wealth Strategies's 13F filing for Q1 2026, filed 13 Apr 2026.