SWM
SH icon

SHP Wealth Management’s ProShares Short S&P500 SH Stock Holding History

SHP Wealth 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 		$4.17K Hold
110
– – ﹤0.01% 1116
2025
Q4 		$3.96K Buy
+110
New +$4.03K ﹤0.01% 1020

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 $1.66T AUM 25.57% 1-Year Est. Return
RIM
Ryan Investment Management Basalt, Colorado $221M AUM 23.61% 1-Year Est. Return
UBS Group
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
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
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

SHP Wealth Management's SH Position: Q1 2026 in Review

SHP Wealth Management held its ProShares Short S&P500 (SH) position steady in Q1 2026 at 110 shares worth $4.17K. The position accounts for ﹤0.01% of the portfolio, ranked #1116.

SHP Wealth Management first reported a position in SH in Q4 2025 and has held it in 2 quarters since. 148 funds tracked by Wall St. Rank hold SH as of Q1 2026.

  • SHP Wealth Management held 110 shares of ProShares Short S&P500 worth $4.17K as of Q1 2026.
  • SHP Wealth Management left its ProShares Short S&P500 share count unchanged in Q1 2026.
  • ProShares Short S&P500 made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1116 holding.
  • SHP Wealth Management first reported a position in ProShares Short S&P500 in Q4 2025 and has held it in 2 quarters since.
  • 148 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.