OmniStar Financial Group’s ProShares Short S&P500 SH Stock Holding History

OmniStar Financial 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
2023 Q1	–	Sell	-35,493	Closed	-$2.28M	–	119
2022 Q4	$2.28M	Buy	35,493 +6,154	+21%	+$395K	2.59%	6
2022 Q3	$2.03M	Buy	+29,339	New	+$1.84M	2.42%	5

Other funds holding SH

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

KWM

Kaydan Wealth Management Fenton, Michigan $328M AUM 24.93% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return

MCP

Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return

CPR Investments Rochester, Michigan $130M AUM 29.56% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

OmniStar Financial Group's SH Position: Q1 2023 in Review

OmniStar Financial Group sold out of ProShares Short S&P500 (SH) in Q1 2023, closing a stake of 35,493 shares — an estimated $2.28M sold.

OmniStar Financial Group first reported a position in SH in Q3 2022 and held it in 2 quarters. The position peaked at $2.28M in Q4 2022. 222 funds tracked by Wall St. Rank hold SH as of Q1 2023.

OmniStar Financial Group reported no remaining ProShares Short S&P500 position as of Q1 2023 after selling out during the quarter.
OmniStar Financial Group sold 35,493 ProShares Short S&P500 shares in Q1 2023, an estimated $2.28M.
OmniStar Financial Group first reported a position in ProShares Short S&P500 in Q3 2022 and held it in 2 quarters.
OmniStar Financial Group's ProShares Short S&P500 position peaked at $2.28M in Q4 2022.
222 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q1 2023.

Based on OmniStar Financial Group's 13F filing for Q1 2023, filed 1 May 2023.