Owen LaRue’s ProShares Short S&P500 SH Stock Holding History

Owen LaRue’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 Q2	–	Sell	-50,477	Closed	-$3.22M	–	89
2023 Q1	$3.22M	Hold	50,477	–	–	3.49%	9
2022 Q4	$3.22M	Buy	+50,477	New	+$3.24M	3.49%	9

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

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

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

KWM

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

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

ICG

InterOcean Capital Group Nashville, Tennessee $4.19B AUM 26.29% 1-Year Est. Return

AWM

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

Telemus Capital Southfield, Michigan $1.21B AUM 23.28% 1-Year Est. Return

Owen LaRue's SH Position: Q2 2023 in Review

Owen LaRue sold out of ProShares Short S&P500 (SH) in Q2 2023, closing a stake of 50,477 shares — an estimated $3.22M sold.

Owen LaRue first reported a position in SH in Q4 2022 and held it in 2 quarters. The position peaked at $3.22M in Q1 2023. 209 funds tracked by Wall St. Rank hold SH as of Q2 2023.

Owen LaRue reported no remaining ProShares Short S&P500 position as of Q2 2023 after selling out during the quarter.
Owen LaRue sold 50,477 ProShares Short S&P500 shares in Q2 2023, an estimated $3.22M.
Owen LaRue first reported a position in ProShares Short S&P500 in Q4 2022 and held it in 2 quarters.
Owen LaRue's ProShares Short S&P500 position peaked at $3.22M in Q1 2023.
209 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q2 2023.

Based on Owen LaRue's 13F filing for Q2 2023, filed 10 Aug 2023.