Valley National Advisers’s ProShares Short S&P500 SH Stock Holding History

Valley National Advisers’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	–	Sell	-75	Closed	-$5K	–	962
2022 Q3	$5K	Hold	75	–	–	﹤0.01%	683
2022 Q2	$5K	Buy	+75	New	+$4.63K	﹤0.01%	669

Other funds holding SH

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SFM

Stack Financial Management Whitefish, Montana $1.28B AUM 18.06% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

KWM

Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Oxbow Advisors Austin, Texas $1.23B AUM 23.59% 1-Year Est. Return

MCP

Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Valley National Advisers's SH Position: Q4 2022 in Review

Valley National Advisers sold out of ProShares Short S&P500 (SH) in Q4 2022, closing a stake of 75 shares — an estimated $5K sold.

Valley National Advisers first reported a position in SH in Q2 2022 and held it in 2 quarters. The position peaked at $5K in Q3 2022. 256 funds tracked by Wall St. Rank hold SH as of Q4 2022.

Valley National Advisers reported no remaining ProShares Short S&P500 position as of Q4 2022 after selling out during the quarter.
Valley National Advisers sold 75 ProShares Short S&P500 shares in Q4 2022, an estimated $5K.
Valley National Advisers first reported a position in ProShares Short S&P500 in Q2 2022 and held it in 2 quarters.
Valley National Advisers's ProShares Short S&P500 position peaked at $5K in Q3 2022.
256 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q4 2022.

Based on Valley National Advisers's 13F filing for Q4 2022, filed 12 Jan 2023.