Perigon Wealth Management’s ProShares Short S&P500 SH Stock Holding History

Perigon Wealth Management’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
2026 Q2	$3.76M	Buy	113,804 +7,455	+7%	+$255K	0.06%	278
2026 Q1	$4.03M	Buy	+106,349	New	+$3.87M	0.07%	252
2018 Q2	–	Sell	-7,302	Closed	-$885K	–	531
2018 Q1	$885K	Buy	7,302 +7,266	+20,183%	+$856K	0.33%	63
2017 Q4	$4K	Sell	36 -157	-81%	-$19.5K	﹤0.01%	551
2017 Q3	$25K	Sell	193 -2,785	-94%	-$366K	0.01%	420
2017 Q2	$399K	Sell	2,978 -44	-1%	-$5.97K	0.09%	188
2017 Q1	$417K	Buy	+3,022	New	+$425K	0.09%	191

Other funds holding SH

SFM

Stack Financial Management Whitefish, Montana $1.28B AUM 18.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return

DRW Securities Chicago, Illinois $4.11B AUM 21.98% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

GWANC

Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.78B AUM 19.66% 1-Year Est. Return

Perigon Wealth Management's SH Position: Q2 2026 in Review

Perigon Wealth Management increased its ProShares Short S&P500 (SH) stake by 7% in Q2 2026, buying an estimated $255K and bringing the position to 113,804 shares worth $3.76M. The position accounts for 0.06% of the portfolio, ranked #278.

Perigon Wealth Management first reported a position in SH in Q1 2017 and has held it in 7 quarters since. The position peaked at $4.03M in Q1 2026. 116 funds tracked by Wall St. Rank hold SH as of Q2 2026.

Perigon Wealth Management held 113,804 shares of ProShares Short S&P500 worth $3.76M as of Q2 2026.
Perigon Wealth Management bought 7,455 ProShares Short S&P500 shares in Q2 2026, an estimated $255K.
ProShares Short S&P500 made up 0.06% of Perigon Wealth Management's portfolio in Q2 2026, its #278 holding.
Perigon Wealth Management first reported a position in ProShares Short S&P500 in Q1 2017 and has held it in 7 quarters since.
Perigon Wealth Management's ProShares Short S&P500 position peaked at $4.03M in Q1 2026.
116 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.