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	–	1200
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 $1.28B AUM 18.06% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CPR Investments Rochester, Michigan $130M AUM 29.56% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Rise Advisors's SH Position: Q4 2025 in Review

Rise Advisors sold out of ProShares Short S&P500 (SH) in Q4 2025, closing a stake of 7 shares — an estimated $271 sold.

Rise Advisors first reported a position in SH in Q4 2021 and held it in 16 quarters. The position peaked at $3.14K in Q4 2022. 114 funds tracked by Wall St. Rank hold SH as of Q4 2025.

Rise Advisors reported no remaining ProShares Short S&P500 position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 7 ProShares Short S&P500 shares in Q4 2025, an estimated $271.
Rise Advisors first reported a position in ProShares Short S&P500 in Q4 2021 and held it in 16 quarters.
Rise Advisors's ProShares Short S&P500 position peaked at $3.14K in Q4 2022.
114 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.