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

Strategic Wealth Partners’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	–	Sell	-90	Closed	-$3.24K	–	1550
2025 Q4	$3.24K	Hold	90	–	–	﹤0.01%	1130
2025 Q3	$3.33K	Hold	90	–	–	﹤0.01%	1108
2025 Q2	$3.57K	Buy	+90	New	+$3.9K	﹤0.01%	942
2023 Q4	–	Sell	-5,128	Closed	-$297K	–	298
2023 Q3	$297K	Sell	5,128 -1,240	-19%	-$69.2K	0.04%	242
2023 Q2	$354K	Buy	6,368 +2,961	+87%	+$174K	0.05%	230
2023 Q1	$204K	Sell	3,407 -598	-15%	-$36.9K	0.03%	246
2022 Q4	$257K	Hold	4,005	–	–	0.05%	223
2022 Q3	$277K	Buy	+4,005	New	+$251K	0.06%	228

Other funds holding SH

SFM

Stack Financial Management Whitefish, Montana $1.36B AUM 28.24% 1-Year Est. Return

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 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 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 Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Strategic Wealth Partners's SH Position: Q1 2026 in Review

Strategic Wealth Partners sold out of ProShares Short S&P500 (SH) in Q1 2026, closing a stake of 90 shares — an estimated $3.24K sold.

Strategic Wealth Partners first reported a position in SH in Q3 2022 and held it in 8 quarters. The position peaked at $354K in Q2 2023. 148 funds tracked by Wall St. Rank hold SH as of Q1 2026.

Strategic Wealth Partners reported no remaining ProShares Short S&P500 position as of Q1 2026 after selling out during the quarter.
Strategic Wealth Partners sold 90 ProShares Short S&P500 shares in Q1 2026, an estimated $3.24K.
Strategic Wealth Partners first reported a position in ProShares Short S&P500 in Q3 2022 and held it in 8 quarters.
Strategic Wealth Partners's ProShares Short S&P500 position peaked at $354K in Q2 2023.
148 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.