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Ridgecrest Wealth Partners’s ProShares Short S&P500 SH Stock Holding History

Ridgecrest Wealth Partners’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
Q2 		– Sell
-7,250
Closed -$323K – 117
2025
Q1 		$323K Buy
7,250
+1,850
+34% +$78.8K 0.17% 76
2024
Q4 		$229K Buy
+5,400
New +$230K 0.12% 95

Other funds holding SH

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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RCP
Rothschild Capital Partners New York $467M AUM 31.7% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
FNC
First National Corp Rockland, Massachusetts $527M AUM 12.33% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
CI
CPR Investments Rochester, Michigan $130M AUM 29.56% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Ridgecrest Wealth Partners's SH Position: Q2 2025 in Review

Ridgecrest Wealth Partners sold out of ProShares Short S&P500 (SH) in Q2 2025, closing a stake of 7,250 shares — an estimated $323K sold.

Ridgecrest Wealth Partners first reported a position in SH in Q4 2024 and held it in 2 quarters. The position peaked at $323K in Q1 2025. 123 funds tracked by Wall St. Rank hold SH as of Q2 2025.

  • Ridgecrest Wealth Partners reported no remaining ProShares Short S&P500 position as of Q2 2025 after selling out during the quarter.
  • Ridgecrest Wealth Partners sold 7,250 ProShares Short S&P500 shares in Q2 2025, an estimated $323K.
  • Ridgecrest Wealth Partners first reported a position in ProShares Short S&P500 in Q4 2024 and held it in 2 quarters.
  • Ridgecrest Wealth Partners's ProShares Short S&P500 position peaked at $323K in Q1 2025.
  • 123 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q2 2025.

Based on Ridgecrest Wealth Partners's 13F filing for Q2 2025, filed 15 Jul 2025.