TFS
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TrustCore Financial Services’s ProShares Short S&P500 SH Stock Holding History

TrustCore Financial Services’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 		$65K Hold
1,015
– – 0.01% 408
2022
Q3 		$70K Buy
+1,015
New +$63.6K 0.01% 398

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KWM
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HighTower Advisors
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OA
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MCP
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Mercer Global Advisors
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BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

TrustCore Financial Services's SH Position: Q4 2022 in Review

TrustCore Financial Services held its ProShares Short S&P500 (SH) position steady in Q4 2022 at 1,015 shares worth $65K. The position accounts for 0.01% of the portfolio, ranked #408.

TrustCore Financial Services first reported a position in SH in Q3 2022 and has held it in 2 quarters since. The position peaked at $70K in Q3 2022. 256 funds tracked by Wall St. Rank hold SH as of Q4 2022.

  • TrustCore Financial Services held 1,015 shares of ProShares Short S&P500 worth $65K as of Q4 2022.
  • TrustCore Financial Services left its ProShares Short S&P500 share count unchanged in Q4 2022.
  • ProShares Short S&P500 made up 0.01% of TrustCore Financial Services's portfolio in Q4 2022, its #408 holding.
  • TrustCore Financial Services first reported a position in ProShares Short S&P500 in Q3 2022 and has held it in 2 quarters since.
  • TrustCore Financial Services's ProShares Short S&P500 position peaked at $70K in Q3 2022.
  • 256 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q4 2022.

Based on TrustCore Financial Services's 13F filing for Q4 2022, filed 13 Feb 2023.