ORG Partners’s ProShares Short S&P500 SH Stock Holding History

ORG Partners’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
2025 Q4	$58.9K	Sell	1,636 -2,465	-60%	-$90.3K	0.01%	552
2025 Q3	$152K	Sell	4,101 -24,209	-86%	-$934K	0.03%	382
2025 Q2	$1.13M	Buy	+28,310	New	+$1.23M	0.24%	86
2025 Q1	–	Sell	-1,460	Closed	-$61.9K	–	1572
2024 Q4	$61.9K	Sell	1,460 -44,000	-97%	-$1.87M	0.01%	512
2024 Q3	$1.97M	Buy	45,460 +1,239	+3%	+$56.1K	0.32%	59
2024 Q2	$2.01M	Buy	+44,221	New	+$2.12M	0.25%	78
2024 Q1	–	Sell	-14,531	Closed	-$755K	–	995
2023 Q4	$755K	Buy	14,531 +11,404	+365%	+$639K	0.13%	140
2023 Q3	$181K	Buy	3,127 +2,359	+307%	+$132K	0.05%	298
2023 Q2	$43.1K	Buy	+768	New	+$45.3K	0.01%	697

Other funds holding SH

SFM

Stack Financial Management Whitefish, Montana $1.36B AUM 28.24% 1-Year Est. Return

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

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return

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

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

OPOWM

One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return

ORG Partners's SH Position: Q4 2025 in Review

ORG Partners reduced its ProShares Short S&P500 (SH) stake by 60% in Q4 2025, selling an estimated $90.3K and leaving 1,636 shares worth $58.9K. The position accounts for 0.01% of the portfolio, ranked #552.

ORG Partners first reported a position in SH in Q2 2023 and has held it in 9 quarters since. The position peaked at $2.01M in Q2 2024. 113 funds tracked by Wall St. Rank hold SH as of Q4 2025.

ORG Partners held 1,636 shares of ProShares Short S&P500 worth $58.9K as of Q4 2025.
ORG Partners sold 2,465 ProShares Short S&P500 shares in Q4 2025, an estimated $90.3K.
ProShares Short S&P500 made up 0.01% of ORG Partners's portfolio in Q4 2025, its #552 holding.
ORG Partners first reported a position in ProShares Short S&P500 in Q2 2023 and has held it in 9 quarters since.
ORG Partners's ProShares Short S&P500 position peaked at $2.01M in Q2 2024.
113 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.