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

Realta Investment 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
2024 Q4	–	Sell	-33	Closed	-$1.41K	–	404
2024 Q3	$1.41K	Hold	33	–	–	﹤0.01%	340
2024 Q2	$1.51K	Hold	33	–	–	﹤0.01%	764
2024 Q1	$1.57K	Buy	+33	New	+$1.65K	﹤0.01%	784
2023 Q4	–	Sell	-33	Closed	-$1.83K	–	734
2023 Q3	$1.83K	Hold	33	–	–	﹤0.01%	763
2023 Q2	$1.83K	Buy	+33	New	+$1.94K	﹤0.01%	812
2023 Q1	–	Sell	-33	Closed	-$2.12K	–	754
2022 Q4	$2.12K	Buy	+33	New	+$2.12K	﹤0.01%	817
2020 Q1	–	Sell	-263	Closed	-$26K	–	1195
2019 Q4	$26K	Hold	263	–	–	0.01%	843
2019 Q3	$27K	Hold	263	–	–	0.01%	833
2019 Q2	$28K	Hold	263	–	–	0.01%	824
2019 Q1	$29K	Buy	+263	New	+$30.4K	0.01%	677

Other funds holding SH

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

FNC

First National Corp Rockland, Massachusetts $527M AUM 12.33% 1-Year Est. Return

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

RAG

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

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

AWA

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

WAM

Wakefield Asset Management Englewood, Colorado $444M AUM 46.63% 1-Year Est. Return

MCP

Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return

SWA

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

AWM

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

Realta Investment Advisors's SH Position: Q4 2024 in Review

Realta Investment Advisors sold out of ProShares Short S&P500 (SH) in Q4 2024, closing a stake of 33 shares — an estimated $1.41K sold.

Realta Investment Advisors first reported a position in SH in Q1 2019 and held it in 10 quarters. The position peaked at $29K in Q1 2019. 121 funds tracked by Wall St. Rank hold SH as of Q4 2024.

Realta Investment Advisors reported no remaining ProShares Short S&P500 position as of Q4 2024 after selling out during the quarter.
Realta Investment Advisors sold 33 ProShares Short S&P500 shares in Q4 2024, an estimated $1.41K.
Realta Investment Advisors first reported a position in ProShares Short S&P500 in Q1 2019 and held it in 10 quarters.
Realta Investment Advisors's ProShares Short S&P500 position peaked at $29K in Q1 2019.
121 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q4 2024.

Based on Realta Investment Advisors's 13F filing for Q4 2024, filed 28 Jan 2025.