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

Prosperity 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
2025 Q4	$461K	Buy	+12,791	New	+$469K	0.15%	146

Other funds holding SH

SFM

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SWA

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

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return

AWM

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

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

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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Prosperity Wealth Management's SH Position: Q4 2025 in Review

Prosperity Wealth Management opened a new position in ProShares Short S&P500 (SH) in Q4 2025: 12,791 shares worth $461K. The stake represents 0.15% of the portfolio and ranks #146 among its holdings.

114 funds tracked by Wall St. Rank hold SH as of Q4 2025.

Prosperity Wealth Management held 12,791 shares of ProShares Short S&P500 worth $461K as of Q4 2025.
ProShares Short S&P500 was a new Prosperity Wealth Management position in Q4 2025.
ProShares Short S&P500 made up 0.15% of Prosperity Wealth Management's portfolio in Q4 2025, its #146 holding.
114 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q4 2025.

Based on Prosperity Wealth Management's 13F filing for Q4 2025, filed 27 Mar 2026.