Steward Partners Investment Advisory’s ProShares Short S&P500 SH Stock Holding History

Steward Partners Investment Advisory’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	$49.5K	Buy	+1,500	New	+$51.3K	﹤0.01%	2948
2023 Q4	–	Sell	-579	Closed	-$33.5K	–	3568
2023 Q3	$33.5K	Hold	579	–	–	﹤0.01%	2085
2023 Q2	$32.1K	Hold	579	–	–	﹤0.01%	2068
2023 Q1	$34.7K	Sell	579 -42	-7%	-$2.59K	﹤0.01%	2018
2022 Q4	$39.8K	Sell	621 -38	-6%	-$2.44K	﹤0.01%	1937
2022 Q3	$46K	Sell	659 -251	-28%	-$15.7K	﹤0.01%	1829
2022 Q2	$60K	Buy	910 +42	+5%	+$2.59K	﹤0.01%	1718
2022 Q1	$49K	Hold	868	–	–	﹤0.01%	1928
2021 Q4	$47K	Hold	868	–	–	﹤0.01%	1953
2021 Q3	$53K	Hold	868	–	–	﹤0.01%	1864
2021 Q2	$53K	Buy	868 +695	+402%	+$44.1K	﹤0.01%	3238
2021 Q1	$11.6K	Hold	173	–	–	﹤0.01%	2724
2020 Q4	$12K	Sell	173 -150	-46%	-$11.5K	﹤0.01%	2247
2020 Q3	$26K	Sell	323 -4,510	-93%	-$374K	﹤0.01%	1790
2020 Q2	$432K	Buy	4,833 +4,661	+2,710%	+$448K	0.01%	672
2020 Q1	$19K	Hold	172	–	–	﹤0.01%	1633
2019 Q4	$16K	Buy	172 +1	+0.6%	+$101	﹤0.01%	1842
2019 Q3	$17K	Sell	171 -262	-61%	-$27.7K	﹤0.01%	1786
2019 Q2	$46K	Buy	+433	New	+$47.2K	﹤0.01%	1370
2018 Q4	–	Sell	-169	Closed	-$18K	–	1921
2018 Q3	$18K	Hold	169	–	–	﹤0.01%	1614
2018 Q2	$20K	Buy	169 +1	+0.6%	+$118	﹤0.01%	1471
2018 Q1	$20K	Hold	168	–	–	﹤0.01%	1335
2017 Q4	$20K	Hold	168	–	–	﹤0.01%	1116
2017 Q3	$21K	Hold	168	–	–	﹤0.01%	929
2017 Q2	$22K	Hold	168	–	–	﹤0.01%	836
2017 Q1	$23K	Buy	+168	New	+$23.6K	﹤0.01%	724

Other funds holding SH

SFM

Stack Financial Management Whitefish, Montana $1.28B AUM 18.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return

DRW Securities Chicago, Illinois $4.11B AUM 21.98% 1-Year Est. Return

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

Steward Partners Investment Advisory's SH Position: Q2 2026 in Review

Steward Partners Investment Advisory opened a new position in ProShares Short S&P500 (SH) in Q2 2026: 1,500 shares worth $49.5K. The stake represents ﹤0.01% of the portfolio and ranks #2948 among its holdings. This is a return to the name: Steward Partners Investment Advisory previously reported a position in SH as recently as Q3 2023.

Steward Partners Investment Advisory first reported a position in SH in Q1 2017 and has held it in 26 quarters since. The position peaked at $432K in Q2 2020. 116 funds tracked by Wall St. Rank hold SH as of Q2 2026.

Steward Partners Investment Advisory held 1,500 shares of ProShares Short S&P500 worth $49.5K as of Q2 2026.
ProShares Short S&P500 was a new Steward Partners Investment Advisory position in Q2 2026.
ProShares Short S&P500 made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2948 holding.
Steward Partners Investment Advisory first reported a position in ProShares Short S&P500 in Q1 2017 and has held it in 26 quarters since.
Steward Partners Investment Advisory's ProShares Short S&P500 position peaked at $432K in Q2 2020.
116 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.