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Strategic Wealth Investment Group’s ProShares Short S&P500 SH Stock Holding History

Strategic Wealth Investment Group’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
2020
Q2 		– Sell
-79,126
Closed -$8.76M – 85
2020
Q1 		$8.76M Buy
+79,126
New +$7.99M 14.26% 1

Other funds holding SH

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
NEIRG
New England Investment & Retirement Group North Andover, Massachusetts $434M AUM 25.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TC
Telemus Capital Southfield, Michigan $1.21B AUM 23.28% 1-Year Est. Return
HWA
HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

Strategic Wealth Investment Group's SH Position: Q2 2020 in Review

Strategic Wealth Investment Group sold out of ProShares Short S&P500 (SH) in Q2 2020, closing a stake of 79,126 shares — an estimated $8.76M sold.

Strategic Wealth Investment Group first reported a position in SH in Q1 2020 and held it in 1 quarter. The position peaked at $8.76M in Q1 2020. 216 funds tracked by Wall St. Rank hold SH as of Q2 2020.

  • Strategic Wealth Investment Group reported no remaining ProShares Short S&P500 position as of Q2 2020 after selling out during the quarter.
  • Strategic Wealth Investment Group sold 79,126 ProShares Short S&P500 shares in Q2 2020, an estimated $8.76M.
  • Strategic Wealth Investment Group first reported a position in ProShares Short S&P500 in Q1 2020 and held it in 1 quarter.
  • Strategic Wealth Investment Group's ProShares Short S&P500 position peaked at $8.76M in Q1 2020.
  • 216 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q2 2020.

Based on Strategic Wealth Investment Group's 13F filing for Q2 2020, filed 13 Jul 2020.