SS
SH icon

Sunbelt Securities’s ProShares Short S&P500 SH Stock Holding History

Sunbelt Securities’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
2024
Q1 		– Sell
-1,323
Closed -$68.7K – 1786
2023
Q4 		$68.7K Buy
+1,323
New +$74.1K 0.01% 754
2023
Q1 		– Sell
-9,558
Closed -$613K – 1649
2022
Q4 		$613K Buy
9,558
+5,152
+117% +$330K 0.12% 211
2022
Q3 		$305K Hold
4,406
– – 0.06% 322
2022
Q2 		$291K Buy
+4,406
New +$272K 0.06% 339
2021
Q4 		– Sell
-6,500
Closed -$397K – 511
2021
Q3 		$397K Hold
6,500
– – 0.07% 296
2021
Q2 		$397K Buy
+6,500
New +$413K 0.07% 296

Other funds holding SH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return
PA
Pineridge Advisors St. Charles, Missouri $350M AUM 6.38% 1-Year Est. Return
RAG
RIA Advisory Group Des Moines, Iowa $409M AUM 30.78% 1-Year Est. Return
ICG
InterOcean Capital Group Nashville, Tennessee $4.19B AUM 26.29% 1-Year Est. Return
CI
CPR Investments Rochester, Michigan $130M AUM 29.7% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $1.89B AUM 19.41% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $6.76B AUM 33.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return