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 – 1784
2023
Q4 		$68.7K Buy
+1,323
New +$74.1K 0.01% 754
2023
Q1 		– Sell
-9,558
Closed -$613K – 1648
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 $1.89T AUM 35.08% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B 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 $460M AUM 29% 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 29.56% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sunbelt Securities's SH Position: Q1 2024 in Review

Sunbelt Securities sold out of ProShares Short S&P500 (SH) in Q1 2024, closing a stake of 1,323 shares — an estimated $68.7K sold.

Sunbelt Securities first reported a position in SH in Q2 2021 and held it in 6 quarters. The position peaked at $613K in Q4 2022. 157 funds tracked by Wall St. Rank hold SH as of Q1 2024.

  • Sunbelt Securities reported no remaining ProShares Short S&P500 position as of Q1 2024 after selling out during the quarter.
  • Sunbelt Securities sold 1,323 ProShares Short S&P500 shares in Q1 2024, an estimated $68.7K.
  • Sunbelt Securities first reported a position in ProShares Short S&P500 in Q2 2021 and held it in 6 quarters.
  • Sunbelt Securities's ProShares Short S&P500 position peaked at $613K in Q4 2022.
  • 157 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q1 2024.

Based on Sunbelt Securities's 13F filing for Q1 2024, filed 15 Apr 2024.