USCWA
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U.S. Capital Wealth Advisors’s ProShares Short S&P500 SH Stock Holding History

U.S. Capital Wealth Advisors’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
2025
Q4 		– Sell
-26,654
Closed -$985K – 1024
2025
Q3 		$985K Sell
26,654
-396
-1% -$15.3K 0.03% 471
2025
Q2 		$1.07M Sell
27,050
-9,125
-25% -$395K 0.03% 414
2025
Q1 		$1.61M Sell
36,175
-21,000
-37% -$894K 0.05% 334
2024
Q4 		$2.42M Buy
+57,175
New +$2.43M 0.08% 266
2023
Q1 		– Sell
-1,355
Closed -$86.9K – 1371
2022
Q4 		$86.9K Buy
+1,355
New +$86.9K ﹤0.01% 760

Other funds holding SH

SFM
Stack Financial Management Whitefish, Montana $1.36B AUM 28.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CI
CPR Investments Rochester, Michigan $130M AUM 29.56% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return