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Resurgent Financial Advisors’s ProShares Short S&P500 SH Stock Holding History

Resurgent Financial 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
Q1 		– Sell
-750
Closed -$39K – 428
2023
Q4 		$39K Hold
750
– – 0.02% 378
2023
Q3 		$43.4K Buy
+750
New +$41.9K 0.03% 349

Other funds holding SH

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
PA
Pineridge Advisors St. Charles, Missouri $350M AUM 6.38% 1-Year Est. Return
RAG
RIA Advisory Group Des Moines, Iowa $460M AUM 29% 1-Year Est. Return
ICG
InterOcean Capital Group Nashville, Tennessee $4.19B AUM 26.29% 1-Year Est. Return
CI
CPR Investments Rochester, Michigan $130M AUM 29.56% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Resurgent Financial Advisors's SH Position: Q1 2024 in Review

Resurgent Financial Advisors sold out of ProShares Short S&P500 (SH) in Q1 2024, closing a stake of 750 shares — an estimated $39K sold.

Resurgent Financial Advisors first reported a position in SH in Q3 2023 and held it in 2 quarters. The position peaked at $43.4K in Q3 2023. 157 funds tracked by Wall St. Rank hold SH as of Q1 2024.

  • Resurgent Financial Advisors reported no remaining ProShares Short S&P500 position as of Q1 2024 after selling out during the quarter.
  • Resurgent Financial Advisors sold 750 ProShares Short S&P500 shares in Q1 2024, an estimated $39K.
  • Resurgent Financial Advisors first reported a position in ProShares Short S&P500 in Q3 2023 and held it in 2 quarters.
  • Resurgent Financial Advisors's ProShares Short S&P500 position peaked at $43.4K in Q3 2023.
  • 157 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q1 2024.

Based on Resurgent Financial Advisors's 13F filing for Q1 2024, filed 10 May 2024.