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Tyler-Stone Wealth Management’s ProShares Short S&P500 SH Stock Holding History

Tyler-Stone Wealth Management’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
-15
Closed -$761 – 993
2023
Q4 		$761 Hold
15
– – ﹤0.01% 879
2023
Q3 		$1K Buy
15
+1
+7% +$56 ﹤0.01% 882
2023
Q2 		$1K Buy
+14
New +$825 ﹤0.01% 865
2022
Q4 		$1K Hold
14
– – ﹤0.01% 833
2022
Q3 		$1K Hold
14
– – ﹤0.01% 830
2022
Q2 		$1K Hold
14
– – ﹤0.01% 833
2022
Q1 		$1K Hold
14
– – ﹤0.01% 809
2021
Q4 		$1K Buy
+14
New +$795 ﹤0.01% 885

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

Tyler-Stone Wealth Management's SH Position: Q1 2024 in Review

Tyler-Stone Wealth Management sold out of ProShares Short S&P500 (SH) in Q1 2024, closing a stake of 15 shares — an estimated $761 sold.

Tyler-Stone Wealth Management first reported a position in SH in Q4 2021 and held it in 8 quarters. The position peaked at $1K in Q3 2023. 157 funds tracked by Wall St. Rank hold SH as of Q1 2024.

  • Tyler-Stone Wealth Management reported no remaining ProShares Short S&P500 position as of Q1 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 15 ProShares Short S&P500 shares in Q1 2024, an estimated $761.
  • Tyler-Stone Wealth Management first reported a position in ProShares Short S&P500 in Q4 2021 and held it in 8 quarters.
  • Tyler-Stone Wealth Management's ProShares Short S&P500 position peaked at $1K in Q3 2023.
  • 157 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q1 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.