Summit Financial Wealth Advisors’s ProShares Short S&P500 SH Stock Holding History

Summit Financial Wealth Advisors’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
2022 Q4	–	Sell	-3,013	Closed	-$195K	–	133
2022 Q3	$195K	Buy	+3,013	New	+$189K	0.06%	115
2021 Q4	–	Sell	-2,878	Closed	-$175K	–	143
2021 Q3	$175K	Buy	+2,878	New	+$172K	0.04%	124
2020 Q2	–	Sell	-2,500	Closed	-$267K	–	130
2020 Q1	$267K	Buy	+2,500	New	+$253K	0.08%	97
2017 Q2	–	Sell	-1,647	Closed	-$227K	–	150
2017 Q1	$227K	Sell	1,647 -63	-4%	-$8.86K	0.1%	128
2016 Q4	$250K	Sell	1,710 -112	-6%	-$16.9K	0.11%	121
2016 Q3	$277K	Buy	+1,822	New	+$279K	0.12%	117
2015 Q2	–	Sell	-2,500	Closed	-$421K	–	277
2015 Q1	$421K	Buy	+2,500	New	+$432K	0.29%	53

Other funds holding SH

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

SFM

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

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

KWM

Kaydan Wealth Management Fenton, Michigan $328M AUM 24.93% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Oxbow Advisors Austin, Texas $1.23B AUM 23.59% 1-Year Est. Return

MCP

Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Summit Financial Wealth Advisors's SH Position: Q4 2022 in Review

Summit Financial Wealth Advisors sold out of ProShares Short S&P500 (SH) in Q4 2022, closing a stake of 3,013 shares — an estimated $195K sold.

Summit Financial Wealth Advisors first reported a position in SH in Q1 2015 and held it in 7 quarters. The position peaked at $421K in Q1 2015. 256 funds tracked by Wall St. Rank hold SH as of Q4 2022.

Summit Financial Wealth Advisors reported no remaining ProShares Short S&P500 position as of Q4 2022 after selling out during the quarter.
Summit Financial Wealth Advisors sold 3,013 ProShares Short S&P500 shares in Q4 2022, an estimated $195K.
Summit Financial Wealth Advisors first reported a position in ProShares Short S&P500 in Q1 2015 and held it in 7 quarters.
Summit Financial Wealth Advisors's ProShares Short S&P500 position peaked at $421K in Q1 2015.
256 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q4 2022.

Based on Summit Financial Wealth Advisors's 13F filing for Q4 2022, filed 17 Jan 2023.