RW Investment Management’s ProShares Short S&P500 SH Stock Holding History

RW Investment Management’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
2026 Q1	$441K	Buy	+11,635	New	+$423K	0.04%	74
2025 Q3	$427K	Hold	11,565	–	–	0.04%	69
2025 Q2	$459K	Hold	11,565	–	–	0.05%	67
2025 Q1	$515K	Hold	11,565	–	–	0.06%	57
2024 Q4	$490K	Buy	11,565 +8,719	+306%	+$371K	0.06%	63
2024 Q3	$124K	Buy	+2,846	New	+$129K	0.02%	94

Other funds holding SH

SFM

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

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

RIM

Ryan Investment Management Basalt, Colorado $221M AUM 23.61% 1-Year Est. Return

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

RSWM

Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return

TSW

Three Seasons Wealth Salt Lake City, Utah $262M AUM 45.03% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

SWA

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

FCM

Fourpath Capital Management Oklahoma City, Oklahoma $760M AUM 29.29% 1-Year Est. Return

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

RW Investment Management's SH Position: Q1 2026 in Review

RW Investment Management opened a new position in ProShares Short S&P500 (SH) in Q1 2026: 11,635 shares worth $441K. The stake represents 0.04% of the portfolio and ranks #74 among its holdings. This is a return to the name: RW Investment Management previously reported a position in SH as recently as Q3 2025.

RW Investment Management first reported a position in SH in Q3 2024 and has held it in 6 quarters since. The position peaked at $515K in Q1 2025. 148 funds tracked by Wall St. Rank hold SH as of Q1 2026.

RW Investment Management held 11,635 shares of ProShares Short S&P500 worth $441K as of Q1 2026.
ProShares Short S&P500 was a new RW Investment Management position in Q1 2026.
ProShares Short S&P500 made up 0.04% of RW Investment Management's portfolio in Q1 2026, its #74 holding.
RW Investment Management first reported a position in ProShares Short S&P500 in Q3 2024 and has held it in 6 quarters since.
RW Investment Management's ProShares Short S&P500 position peaked at $515K in Q1 2025.
148 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q1 2026.

Based on RW Investment Management's 13F filing for Q1 2026, filed 28 Apr 2026.