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TRUADVICE’s ProShares Short S&P500 SH Stock Holding History

TRUADVICE’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
2023
Q1 		– Sell
-81,358
Closed -$5.02M – 263
2022
Q4 		$5.02M Sell
81,358
-160,987
-66% -$10.3M 2.65% 7
2022
Q3 		$15.5M Buy
242,345
+221,494
+1,062% +$13.9M 8.71% 1
2022
Q2 		$1.25M Sell
20,851
-80,893
-80% -$4.99M 0.66% 35
2022
Q1 		$6.22M Buy
+101,744
New +$5.88M 3.47% 7

Other funds holding SH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $299M AUM 18.98% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
CI
CPR Investments Rochester, Michigan $130M AUM 29.56% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

TRUADVICE's SH Position: Q1 2023 in Review

TRUADVICE sold out of ProShares Short S&P500 (SH) in Q1 2023, closing a stake of 81,358 shares — an estimated $5.02M sold.

TRUADVICE first reported a position in SH in Q1 2022 and held it in 4 quarters. The position peaked at $15.5M in Q3 2022. 222 funds tracked by Wall St. Rank hold SH as of Q1 2023.

  • TRUADVICE reported no remaining ProShares Short S&P500 position as of Q1 2023 after selling out during the quarter.
  • TRUADVICE sold 81,358 ProShares Short S&P500 shares in Q1 2023, an estimated $5.02M.
  • TRUADVICE first reported a position in ProShares Short S&P500 in Q1 2022 and held it in 4 quarters.
  • TRUADVICE's ProShares Short S&P500 position peaked at $15.5M in Q3 2022.
  • 222 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q1 2023.

Based on TRUADVICE's 13F filing for Q1 2023, filed 1 May 2023.