SIS
SH icon

Sound Income Strategies’s ProShares Short S&P500 SH Stock Holding History

Sound Income Strategies’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
2025
Q4 		– Sell
-78
Closed -$2.87K – 2562
2025
Q3 		$2.87K Buy
+78
New +$3.01K ﹤0.01% 1290
2024
Q4 		– Sell
-1,471
Closed -$63.8K – 1535
2024
Q3 		$63.8K Sell
1,471
-687
-32% -$31.1K ﹤0.01% 407
2024
Q2 		$98.5K Sell
2,158
-6,944
-76% -$332K 0.01% 333
2024
Q1 		$432K Sell
9,102
-29,039
-76% -$1.45M 0.03% 165
2023
Q4 		$1.98M Buy
38,141
+37,911
+16,483% +$2.12M 0.16% 94
2023
Q3 		$13.3K Hold
230
– – ﹤0.01% 521
2023
Q2 		$12.8K Hold
230
– – ﹤0.01% 523
2023
Q1 		$13.8K Hold
230
– – ﹤0.01% 486
2022
Q4 		$14.7K Hold
230
– – ﹤0.01% 443
2022
Q3 		$16K Hold
230
– – ﹤0.01% 393
2022
Q2 		$15K Hold
230
– – ﹤0.01% 395
2022
Q1 		$13K Hold
230
– – ﹤0.01% 429
2021
Q4 		$13K Hold
230
– – ﹤0.01% 440
2021
Q3 		$14K Hold
230
– – ﹤0.01% 408
2021
Q2 		$14K Hold
230
– – ﹤0.01% 417
2021
Q1 		$15.4K Sell
230
-4
-2% -$278 ﹤0.01% 399
2020
Q4 		$17K Hold
234
– – ﹤0.01% 354
2020
Q3 		$19K Hold
234
– – 0.01% 298
2020
Q2 		$21K Buy
234
+2
+0.9% +$192 0.01% 266
2020
Q1 		$26K Buy
232
+230
+11,500% +$23.2K 0.01% 206
2019
Q4 		$0 Hold
2
– – ﹤0.01% 773
2019
Q3 		$0 Hold
2
– – ﹤0.01% 756
2019
Q2 		$0 Hold
2
– – ﹤0.01% 759
2019
Q1 		$0 Hold
2
– – ﹤0.01% 777
2018
Q4 		$0 Hold
2
– – ﹤0.01% 781
2018
Q3 		$0 Hold
2
– – ﹤0.01% 836
2018
Q2 		$0 Hold
2
– – ﹤0.01% 759
2018
Q1 		$0 Hold
2
– – ﹤0.01% 659
2017
Q4 		$0 Buy
+2
New +$249 ﹤0.01% 570

Other funds holding SH

SFM
Stack Financial Management Whitefish, Montana $1.36B AUM 28.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CI
CPR Investments Rochester, Michigan $130M AUM 29.56% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return

Sound Income Strategies's SH Position: Q4 2025 in Review

Sound Income Strategies sold out of ProShares Short S&P500 (SH) in Q4 2025, closing a stake of 78 shares — an estimated $2.87K sold.

Sound Income Strategies first reported a position in SH in Q4 2017 and held it in 29 quarters. The position peaked at $1.98M in Q4 2023. 113 funds tracked by Wall St. Rank hold SH as of Q4 2025.

  • Sound Income Strategies reported no remaining ProShares Short S&P500 position as of Q4 2025 after selling out during the quarter.
  • Sound Income Strategies sold 78 ProShares Short S&P500 shares in Q4 2025, an estimated $2.87K.
  • Sound Income Strategies first reported a position in ProShares Short S&P500 in Q4 2017 and held it in 29 quarters.
  • Sound Income Strategies's ProShares Short S&P500 position peaked at $1.98M in Q4 2023.
  • 113 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q4 2025.

Based on Sound Income Strategies's 13F filing for Q4 2025, filed 21 Jan 2026.