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 New York $1.66T AUM 25.57% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return

Pineridge Advisors St. Charles, Missouri $350M AUM 6.38% 1-Year Est. Return

RIA Advisory Group Des Moines, Iowa $409M AUM 30.78% 1-Year Est. Return

InterOcean Capital Group Nashville, Tennessee $4.19B AUM 26.29% 1-Year Est. Return

CPR Investments Rochester, Michigan $130M AUM 29.7% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $1.89B AUM 19.41% 1-Year Est. Return

Jump Financial Chicago, Illinois $6.76B AUM 33.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return