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
Q2 		$3.63K Hold
110
– – ﹤0.01% 1237
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 $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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
JF
Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return
DS
DRW Securities Chicago, Illinois $4.11B AUM 21.98% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.78B AUM 19.66% 1-Year Est. Return

SHP Wealth Management's SH Position: Q2 2026 in Review

SHP Wealth Management held its ProShares Short S&P500 (SH) position steady in Q2 2026 at 110 shares worth $3.63K. The position accounts for ﹤0.01% of the portfolio, ranked #1237.

SHP Wealth Management first reported a position in SH in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.17K in Q1 2026. 116 funds tracked by Wall St. Rank hold SH as of Q2 2026.

  • SHP Wealth Management held 110 shares of ProShares Short S&P500 worth $3.63K as of Q2 2026.
  • SHP Wealth Management left its ProShares Short S&P500 share count unchanged in Q2 2026.
  • ProShares Short S&P500 made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1237 holding.
  • SHP Wealth Management first reported a position in ProShares Short S&P500 in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's ProShares Short S&P500 position peaked at $4.17K in Q1 2026.
  • 116 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.