OPS
SH icon

Orion Portfolio Solutions’s ProShares Short S&P500 SH Stock Holding History

Orion Portfolio Solutions’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
Q2 		– Sell
-3,429
Closed -$163K – 1787
2024
Q1 		$163K Sell
3,429
-388
-10% -$19.4K ﹤0.01% 1627
2023
Q4 		$199K Sell
3,817
-94
-2% -$5.26K ﹤0.01% 1588
2023
Q3 		$226K Sell
3,911
-14
-0.4% -$781 ﹤0.01% 1501
2023
Q2 		$218K Sell
3,925
-13,266
-77% -$782K ﹤0.01% 1525
2023
Q1 		$1.03M Sell
17,191
-18,267
-52% -$1.13M 0.01% 863
2022
Q4 		$2.27M Sell
35,458
-1,812
-5% -$116K 0.08% 177
2022
Q3 		$2.58M Buy
37,270
+3,797
+11% +$238K 0.1% 130
2022
Q2 		$2.21M Buy
+33,473
New +$2.07M 0.09% 146

Other funds holding SH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $1.89B AUM 19.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
CI
CPR Investments Rochester, Michigan $130M AUM 29.7% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $816M AUM 42.46% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return