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

Pinnacle Family 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
2023 Q3	–	Sell	-30,981	Closed	-$1.72M	–	102
2023 Q2	$1.72M	Sell	30,981 -1,193	-4%	-$70.3K	0.93%	18
2023 Q1	$1.93M	Buy	32,174 +13,078	+68%	+$808K	1.18%	23
2022 Q4	$1.22M	Sell	19,096 -59,639	-76%	-$3.82M	0.87%	24
2022 Q3	$5.44M	Buy	78,735 +47,077	+149%	+$2.95M	4.71%	6
2022 Q2	$2.09M	Buy	+31,658	New	+$1.95M	1.71%	13
2020 Q2	–	Sell	-14,558	Closed	-$1.61M	–	94
2020 Q1	$1.61M	Buy	+14,558	New	+$1.47M	1.94%	16
2019 Q2	–	Sell	-24,250	Closed	-$2.68M	–	88
2019 Q1	$2.68M	Buy	+24,250	New	+$2.8M	2.39%	14
2018 Q2	–	Sell	-63,290	Closed	-$7.67M	–	73
2018 Q1	$7.67M	Buy	+63,290	New	+$7.46M	4.38%	8
2017 Q3	–	Sell	-54,638	Closed	-$7.32M	–	77
2017 Q2	$7.32M	Buy	54,638 +6,033	+12%	+$819K	4.09%	5
2017 Q1	$6.71M	Buy	+48,605	New	+$6.83M	4.15%	10

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

RAG

RIA Advisory Group Des Moines, Iowa $460M AUM 29% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

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

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

KWM

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

AWM

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

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

CPR Investments Rochester, Michigan $130M AUM 29.56% 1-Year Est. Return

Pinnacle Family Advisors's SH Position: Q3 2023 in Review

Pinnacle Family Advisors sold out of ProShares Short S&P500 (SH) in Q3 2023, closing a stake of 30,981 shares — an estimated $1.72M sold.

Pinnacle Family Advisors first reported a position in SH in Q1 2017 and held it in 10 quarters. The position peaked at $7.67M in Q1 2018. 205 funds tracked by Wall St. Rank hold SH as of Q3 2023.

Pinnacle Family Advisors reported no remaining ProShares Short S&P500 position as of Q3 2023 after selling out during the quarter.
Pinnacle Family Advisors sold 30,981 ProShares Short S&P500 shares in Q3 2023, an estimated $1.72M.
Pinnacle Family Advisors first reported a position in ProShares Short S&P500 in Q1 2017 and held it in 10 quarters.
Pinnacle Family Advisors's ProShares Short S&P500 position peaked at $7.67M in Q1 2018.
205 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q3 2023.

Based on Pinnacle Family Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.