PWPS
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Pinnacle Wealth Planning Services’s ProShares Short S&P500 SH Stock Holding History

Pinnacle Wealth Planning Services’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
Q1 		– Sell
-827
Closed -$29.8K – 2842
2025
Q4 		$29.8K Buy
+827
New +$30.3K ﹤0.01% 1524

Other funds holding SH

SFM
Stack Financial Management Whitefish, Montana $1.28B AUM 18.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RIM
Ryan Investment Management Basalt, Colorado $221M AUM 23.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RSWM
Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return
TSW
Three Seasons Wealth Salt Lake City, Utah $1.1B AUM 50.99% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return
FCM
Fourpath Capital Management Oklahoma City, Oklahoma $760M AUM 29.29% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Pinnacle Wealth Planning Services's SH Position: Q1 2026 in Review

Pinnacle Wealth Planning Services sold out of ProShares Short S&P500 (SH) in Q1 2026, closing a stake of 827 shares — an estimated $29.8K sold.

Pinnacle Wealth Planning Services first reported a position in SH in Q4 2025 and held it in 1 quarter. The position peaked at $29.8K in Q4 2025. 148 funds tracked by Wall St. Rank hold SH as of Q1 2026.

  • Pinnacle Wealth Planning Services reported no remaining ProShares Short S&P500 position as of Q1 2026 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 827 ProShares Short S&P500 shares in Q1 2026, an estimated $29.8K.
  • Pinnacle Wealth Planning Services first reported a position in ProShares Short S&P500 in Q4 2025 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's ProShares Short S&P500 position peaked at $29.8K in Q4 2025.
  • 148 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.