RIA Advisory Group’s ProShares Short S&P500 SH Stock Holding History

RIA Advisory Group’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 Q1	–	Sell	-385,619	Closed	-$16.3M	–	163
2024 Q4	$16.3M	Buy	385,619 +372,176	+2,769%	+$15.8M	5.56%	5
2024 Q3	$583K	Buy	+13,443	New	+$609K	0.21%	58
2024 Q1	$14.5M	Buy	+305,068	New	+$15.3M	5.85%	4
2023 Q4	–	Sell	-602,985	Closed	-$34.9M	–	181
2023 Q3	$34.9M	Buy	602,985 +592,237	+5,510%	+$33.1M	15.62%	2
2023 Q2	$597K	Sell	10,748 -186,957	-95%	-$11M	0.26%	61
2023 Q1	$11.9M	Buy	197,705 +66,010	+50%	+$4.08M	5.48%	3
2022 Q4	$8.34M	Buy	+131,695	New	+$8.44M	4.83%	5

Other funds holding SH

SFM

Stack Financial Management Whitefish, Montana $1.36B AUM 28.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sykon Capital Harrison, New York $300M AUM 16.74% 1-Year Est. Return

FNC

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

RAM

Revere Asset Management Dallas, Texas $195M AUM 80.44% 1-Year Est. Return

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

SWA

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

MCP

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

AWA

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

RIA Advisory Group's SH Position: Q1 2025 in Review

RIA Advisory Group sold out of ProShares Short S&P500 (SH) in Q1 2025, closing a stake of 385,619 shares — an estimated $16.3M sold.

RIA Advisory Group first reported a position in SH in Q4 2022 and held it in 7 quarters. The position peaked at $34.9M in Q3 2023. 136 funds tracked by Wall St. Rank hold SH as of Q1 2025.

RIA Advisory Group reported no remaining ProShares Short S&P500 position as of Q1 2025 after selling out during the quarter.
RIA Advisory Group sold 385,619 ProShares Short S&P500 shares in Q1 2025, an estimated $16.3M.
RIA Advisory Group first reported a position in ProShares Short S&P500 in Q4 2022 and held it in 7 quarters.
RIA Advisory Group's ProShares Short S&P500 position peaked at $34.9M in Q3 2023.
136 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q1 2025.

Based on RIA Advisory Group's 13F filing for Q1 2025, filed 12 May 2025.