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 Q3	$6.32M	Buy	195,091 +81,287	+71%	+$2.65M	0.1%	186
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

First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

Sterling Investment Management Tucson, Arizona $184M AUM 5.63% 1-Year Est. Return

One Plus One Wealth Management Jupiter, Florida $239M AUM 13.66% 1-Year Est. Return

Chatham Capital Group Savannah, Georgia $777M AUM 22.3% 1-Year Est. Return

AFG Fiduciary Services Hingham, Massachusetts $131M AUM 19.17% 1-Year Est. Return

Commonwealth Financial Services Vienna, West Virginia $559M AUM 17.73% 1-Year Est. Return

Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return

Integrated Advisors Network Dallas, Texas $2.19B AUM 21.82% 1-Year Est. Return

Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return

Perigon Wealth Management's SH Position: Q3 2026 in Review

Perigon Wealth Management increased its ProShares Short S&P500 (SH) stake by 71% in Q3 2026, buying an estimated $2.65M and bringing the position to 195,091 shares worth $6.32M. The position accounts for 0.1% of the portfolio, ranked #186.

Perigon Wealth Management first reported a position in SH in Q1 2017 and has held it in 8 quarters since. 25 funds tracked by Wall St. Rank hold SH as of Q3 2026.

Perigon Wealth Management held 195,091 shares of ProShares Short S&P500 worth $6.32M as of Q3 2026.
Perigon Wealth Management bought 81,287 ProShares Short S&P500 shares in Q3 2026, an estimated $2.65M.
ProShares Short S&P500 made up 0.1% of Perigon Wealth Management's portfolio in Q3 2026, its #186 holding.
Perigon Wealth Management first reported a position in ProShares Short S&P500 in Q1 2017 and has held it in 8 quarters since.
25 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.