SW
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Simplicity Wealth’s ProShares Short S&P500 SH Stock Holding History

Simplicity Wealth’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 		$281K Sell
7,408
-710
-9% -$25.8K 0.02% 617
2025
Q4 		$293K Buy
8,118
+1,893
+30% +$69.3K 0.02% 561
2025
Q3 		$230K Buy
+6,225
New +$240K 0.01% 640

Other funds holding SH

SFM
Stack Financial Management Whitefish, Montana $1.36B AUM 28.24% 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 $3.57B AUM 28.36% 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 $697M AUM 29.98% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Simplicity Wealth's SH Position: Q1 2026 in Review

Simplicity Wealth reduced its ProShares Short S&P500 (SH) stake by 8.7% in Q1 2026, selling an estimated $25.8K and leaving 7,408 shares worth $281K. The position accounts for 0.02% of the portfolio, ranked #617.

Simplicity Wealth first reported a position in SH in Q3 2025 and has held it in 3 quarters since. The position peaked at $293K in Q4 2025. 148 funds tracked by Wall St. Rank hold SH as of Q1 2026.

  • Simplicity Wealth held 7,408 shares of ProShares Short S&P500 worth $281K as of Q1 2026.
  • Simplicity Wealth sold 710 ProShares Short S&P500 shares in Q1 2026, an estimated $25.8K.
  • ProShares Short S&P500 made up 0.02% of Simplicity Wealth's portfolio in Q1 2026, its #617 holding.
  • Simplicity Wealth first reported a position in ProShares Short S&P500 in Q3 2025 and has held it in 3 quarters since.
  • Simplicity Wealth's ProShares Short S&P500 position peaked at $293K in Q4 2025.
  • 148 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.