SFS
SH icon

Sowell Financial Services’s ProShares Short S&P500 SH Stock Holding History

Sowell Financial Services’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
2023
Q4 		– Sell
-4,247
Closed -$246K – 571
2023
Q3 		$246K Buy
+4,247
New +$237K 0.02% 481
2023
Q1 		– Sell
-4,738
Closed -$304K – 823
2022
Q4 		$304K Buy
4,738
+1,760
+59% +$113K 0.02% 485
2022
Q3 		$206K Buy
+2,978
New +$187K 0.02% 397
2021
Q4 		– Sell
-3,453
Closed -$210K – 537
2021
Q3 		$210K Sell
3,453
-415
-11% -$24.7K 0.01% 471
2021
Q2 		$238K Sell
3,868
-2,466
-39% -$157K 0.02% 495
2021
Q1 		$401K Buy
6,334
+1,316
+26% +$91.3K 0.01% 726
2020
Q4 		$361K Sell
5,018
-4,578
-48% -$350K 0.02% 626
2020
Q3 		$780K Buy
9,596
+16
+0.2% +$1.33K 0.04% 354
2020
Q2 		$857K Sell
9,580
-26,639
-74% -$2.56M 0.05% 313
2020
Q1 		$4.01M Buy
36,219
+35,767
+7,913% +$3.61M 0.3% 86
2019
Q4 		$43K Sell
452
-382
-46% -$38.6K ﹤0.01% 1191
2019
Q3 		$87K Buy
+834
New +$88.2K 0.01% 870

Other funds holding SH

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
PA
Pineridge Advisors St. Charles, Missouri $350M AUM 6.38% 1-Year Est. Return
CI
CPR Investments Rochester, Michigan $130M AUM 29.56% 1-Year Est. Return
ICG
InterOcean Capital Group Nashville, Tennessee $4.19B AUM 26.29% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Sowell Financial Services's SH Position: Q4 2023 in Review

Sowell Financial Services sold out of ProShares Short S&P500 (SH) in Q4 2023, closing a stake of 4,247 shares — an estimated $246K sold.

Sowell Financial Services first reported a position in SH in Q3 2019 and held it in 12 quarters. The position peaked at $4.01M in Q1 2020. 191 funds tracked by Wall St. Rank hold SH as of Q4 2023.

  • Sowell Financial Services reported no remaining ProShares Short S&P500 position as of Q4 2023 after selling out during the quarter.
  • Sowell Financial Services sold 4,247 ProShares Short S&P500 shares in Q4 2023, an estimated $246K.
  • Sowell Financial Services first reported a position in ProShares Short S&P500 in Q3 2019 and held it in 12 quarters.
  • Sowell Financial Services's ProShares Short S&P500 position peaked at $4.01M in Q1 2020.
  • 191 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q4 2023.

Based on Sowell Financial Services's 13F filing for Q4 2023, filed 24 Jan 2024.