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

OneDigital Investment 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
Q4 		– Sell
-3,058
Closed -$133K – 1501
2024
Q3 		$133K Hold
3,058
– – ﹤0.01% 1386
2024
Q2 		$140K Buy
+3,058
New +$146K ﹤0.01% 1314
2020
Q4 		– Sell
-3,132
Closed -$255K – 730
2020
Q3 		$255K Sell
3,132
-11,675
-79% -$969K 0.02% 480
2020
Q2 		$1.32M Sell
14,807
-2,549
-15% -$245K 0.1% 176
2020
Q1 		$1.92M Buy
+17,356
New +$1.75M 0.17% 122

Other funds holding SH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FNC
First National Corp Rockland, Massachusetts $527M AUM 12.33% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
RAG
RIA Advisory Group Des Moines, Iowa $460M AUM 29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
WAM
Wakefield Asset Management Englewood, Colorado $377M AUM 38.72% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

OneDigital Investment Advisors's SH Position: Q4 2024 in Review

OneDigital Investment Advisors sold out of ProShares Short S&P500 (SH) in Q4 2024, closing a stake of 3,058 shares — an estimated $133K sold.

OneDigital Investment Advisors first reported a position in SH in Q1 2020 and held it in 5 quarters. The position peaked at $1.92M in Q1 2020. 121 funds tracked by Wall St. Rank hold SH as of Q4 2024.

  • OneDigital Investment Advisors reported no remaining ProShares Short S&P500 position as of Q4 2024 after selling out during the quarter.
  • OneDigital Investment Advisors sold 3,058 ProShares Short S&P500 shares in Q4 2024, an estimated $133K.
  • OneDigital Investment Advisors first reported a position in ProShares Short S&P500 in Q1 2020 and held it in 5 quarters.
  • OneDigital Investment Advisors's ProShares Short S&P500 position peaked at $1.92M in Q1 2020.
  • 121 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q4 2024.

Based on OneDigital Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.