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	–	735
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	–	1197
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 $1.66T AUM 25.57% 1-Year Est. Return

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

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

RIA Advisory Group Des Moines, Iowa $409M AUM 30.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Wakefield Asset Management Englewood, Colorado $377M AUM 38.72% 1-Year Est. Return

Mirador Capital Partners Pleasanton, California $816M AUM 42.46% 1-Year Est. Return

Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return

Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return