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

Sanctuary 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
2024
Q4 		– Sell
-2,566
Closed -$434K – 2486
2024
Q3 		$434K Buy
+2,566
New +$116K ﹤0.01% 1785

Other funds holding SH

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FNC
First National Corp Rockland, Massachusetts $527M AUM 12.33% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
RAG
RIA Advisory Group Des Moines, Iowa $460M AUM 29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return
WAM
Wakefield Asset Management Englewood, Colorado $444M AUM 46.63% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Sanctuary Advisors's SH Position: Q4 2024 in Review

Sanctuary Advisors sold out of ProShares Short S&P500 (SH) in Q4 2024, closing a stake of 2,566 shares — an estimated $434K sold.

Sanctuary Advisors first reported a position in SH in Q3 2024 and held it in 1 quarter. The position peaked at $434K in Q3 2024. 121 funds tracked by Wall St. Rank hold SH as of Q4 2024.

  • Sanctuary Advisors reported no remaining ProShares Short S&P500 position as of Q4 2024 after selling out during the quarter.
  • Sanctuary Advisors sold 2,566 ProShares Short S&P500 shares in Q4 2024, an estimated $434K.
  • Sanctuary Advisors first reported a position in ProShares Short S&P500 in Q3 2024 and held it in 1 quarter.
  • Sanctuary Advisors's ProShares Short S&P500 position peaked at $434K in Q3 2024.
  • 121 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q4 2024.

Based on Sanctuary Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.