RA
SH icon

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

Rise 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
2025
Q4 		– Sell
-7
Closed -$271 – 1201
2025
Q3 		$271 Hold
7
– – ﹤0.01% 1463
2025
Q2 		$284 Hold
7
– – ﹤0.01% 1469
2025
Q1 		$317 Hold
7
– – ﹤0.01% 1420
2024
Q4 		$302 Hold
7
– – ﹤0.01% 1110
2024
Q3 		$303 Hold
7
– – ﹤0.01% 1204
2024
Q2 		$313 Hold
7
– – ﹤0.01% 1205
2024
Q1 		$325 Sell
7
-18
-72% -$901 ﹤0.01% 1228
2023
Q4 		$1.27K Sell
25
-26
-51% -$1.46K ﹤0.01% 504
2023
Q3 		$2.93K Buy
51
+1
+2% +$56 ﹤0.01% 423
2023
Q2 		$2.78K Hold
50
– – ﹤0.01% 482
2023
Q1 		$2.96K Buy
50
+1
+2% +$62 ﹤0.01% 523
2022
Q4 		$3.14K Hold
49
– – ﹤0.01% 504
2022
Q3 		$3K Hold
49
– – ﹤0.01% 511
2022
Q2 		$3K Hold
49
– – ﹤0.01% 516
2022
Q1 		$3K Hold
49
– – ﹤0.01% 505
2021
Q4 		$2.66K Buy
+49
New +$2.78K ﹤0.01% 495

Other funds holding SH

SFM
Stack Financial Management Whitefish, Montana $1.36B AUM 28.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CI
CPR Investments Rochester, Michigan $130M AUM 29.7% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
OPOWM
One Plus One Wealth Management Jupiter, Florida $229M AUM 28.06% 1-Year Est. Return