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

SageView 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
2026
Q1 		– Sell
-25
Closed -$901 – 2102
2025
Q4 		$901 Buy
+25
New +$916 ﹤0.01% 2382
2024
Q2 		– Sell
-1,628
Closed -$848K – 730
2024
Q1 		$848K Buy
+1,628
New +$81.5K 0.04% 223

Other funds holding SH

SFM
Stack Financial Management Whitefish, Montana $1.28B AUM 18.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RIM
Ryan Investment Management Basalt, Colorado $221M AUM 23.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $1.1B AUM 50.99% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return
FCM
Fourpath Capital Management Oklahoma City, Oklahoma $760M AUM 29.29% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

SageView Advisory Group's SH Position: Q1 2026 in Review

SageView Advisory Group sold out of ProShares Short S&P500 (SH) in Q1 2026, closing a stake of 25 shares — an estimated $901 sold.

SageView Advisory Group first reported a position in SH in Q1 2024 and held it in 2 quarters. The position peaked at $848K in Q1 2024. 148 funds tracked by Wall St. Rank hold SH as of Q1 2026.

  • SageView Advisory Group reported no remaining ProShares Short S&P500 position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 25 ProShares Short S&P500 shares in Q1 2026, an estimated $901.
  • SageView Advisory Group first reported a position in ProShares Short S&P500 in Q1 2024 and held it in 2 quarters.
  • SageView Advisory Group's ProShares Short S&P500 position peaked at $848K in Q1 2024.
  • 148 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.