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Pineridge Advisors’s ProShares Short S&P500 SH Stock Holding History

Pineridge Advisors’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
Q1 		– Sell
-25
Closed -$1.08K – 647
2024
Q4 		$1.08K Sell
25
-660
-96% -$28.1K ﹤0.01% 530
2024
Q3 		$29.7K Sell
685
-56
-8% -$2.54K 0.01% 178
2024
Q2 		$33.8K Sell
741
-329,376
-100% -$15.8M 0.01% 170
2024
Q1 		$15.7M Buy
330,117
+18,136
+6% +$907K 5.51% 5
2023
Q4 		$16.2M Buy
+311,981
New +$17.5M 5.37% 5

Other funds holding SH

SFM
Stack Financial Management Whitefish, Montana $1.36B AUM 28.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SC
Sykon Capital Harrison, New York $300M AUM 16.74% 1-Year Est. Return
FNC
First National Corp Rockland, Massachusetts $527M AUM 12.33% 1-Year Est. Return
RAM
Revere Asset Management Dallas, Texas $195M AUM 80.44% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Pineridge Advisors's SH Position: Q1 2025 in Review

Pineridge Advisors sold out of ProShares Short S&P500 (SH) in Q1 2025, closing a stake of 25 shares — an estimated $1.08K sold.

Pineridge Advisors first reported a position in SH in Q4 2023 and held it in 5 quarters. The position peaked at $16.2M in Q4 2023. 136 funds tracked by Wall St. Rank hold SH as of Q1 2025.

  • Pineridge Advisors reported no remaining ProShares Short S&P500 position as of Q1 2025 after selling out during the quarter.
  • Pineridge Advisors sold 25 ProShares Short S&P500 shares in Q1 2025, an estimated $1.08K.
  • Pineridge Advisors first reported a position in ProShares Short S&P500 in Q4 2023 and held it in 5 quarters.
  • Pineridge Advisors's ProShares Short S&P500 position peaked at $16.2M in Q4 2023.
  • 136 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q1 2025.

Based on Pineridge Advisors's 13F filing for Q1 2025, filed 30 Apr 2025.