VHAM
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Van Hulzen Asset Management’s ProShares Short S&P500 SH Stock Holding History

Van Hulzen Asset 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
2025
Q1 		– Sell
-3,128
Closed -$133K – 955
2024
Q4 		$133K Sell
3,128
-1,680
-35% -$71.5K 0.01% 364
2024
Q3 		$209K Sell
4,808
-1,788
-27% -$81K 0.02% 297
2024
Q2 		$301K Sell
6,596
-299
-4% -$14.3K 0.02% 253
2024
Q1 		$327K Sell
6,895
-690
-9% -$34.5K 0.02% 260
2023
Q4 		$394K Sell
7,585
-137
-2% -$7.67K 0.03% 243
2023
Q3 		$447K Buy
7,722
+867
+13% +$48.4K 0.03% 215
2023
Q2 		$381K Sell
6,855
-1,233
-15% -$72.7K 0.03% 212
2023
Q1 		$485K Sell
8,088
-8
-0.1% -$494 0.05% 181
2022
Q4 		$519K Sell
8,096
-1,273
-14% -$81.6K 0.06% 171
2022
Q3 		$648K Buy
9,369
+3,069
+49% +$192K 0.08% 148
2022
Q2 		$416K Buy
6,300
+1,939
+44% +$120K 0.05% 185
2022
Q1 		$246K Sell
4,361
-2,027
-32% -$117K 0.03% 258
2021
Q4 		$348K Buy
6,388
+875
+16% +$49.7K 0.04% 220
2021
Q3 		$336K Buy
5,513
+2,250
+69% +$134K 0.05% 202
2021
Q2 		$201K Buy
+3,263
New +$207K 0.03% 259
2021
Q1 		– Sell
-6,013
Closed -$432K – 310
2020
Q4 		$432K Buy
6,013
+2,938
+96% +$224K 0.07% 160
2020
Q3 		$250K Sell
3,075
-2,424
-44% -$201K 0.04% 219
2020
Q2 		$492K Sell
5,499
-539
-9% -$51.8K 0.07% 123
2020
Q1 		$668K Buy
6,038
+3,415
+130% +$345K 0.14% 97
2019
Q4 		$252K Sell
2,623
-542
-17% -$54.7K 0.05% 236
2019
Q3 		$331K Buy
3,165
+350
+12% +$37K 0.07% 195
2019
Q2 		$300K Sell
2,815
-474
-14% -$51.6K 0.07% 200
2019
Q1 		$364K Buy
3,289
+1,314
+67% +$152K 0.1% 150
2018
Q4 		$248K Buy
+1,975
New +$233K 0.07% 191
2017
Q4 		– Sell
-25,274
Closed -$3.25M – 226
2017
Q3 		$3.25M Buy
+25,274
New +$3.32M 1.1% 32

Other funds holding SH

SFM
Stack Financial Management Whitefish, Montana $1.28B AUM 18.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SC
Sykon Capital Harrison, New York $325M AUM 19.22% 1-Year Est. Return
FNC
First National Corp Rockland, Massachusetts $527M AUM 12.33% 1-Year Est. Return
RAM
Revere Asset Management Dallas, Texas $195M AUM 80.44% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return

Van Hulzen Asset Management's SH Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of ProShares Short S&P500 (SH) in Q1 2025, closing a stake of 3,128 shares — an estimated $133K sold.

Van Hulzen Asset Management first reported a position in SH in Q3 2017 and held it in 25 quarters. The position peaked at $3.25M in Q3 2017. 137 funds tracked by Wall St. Rank hold SH as of Q1 2025.

  • Van Hulzen Asset Management reported no remaining ProShares Short S&P500 position as of Q1 2025 after selling out during the quarter.
  • Van Hulzen Asset Management sold 3,128 ProShares Short S&P500 shares in Q1 2025, an estimated $133K.
  • Van Hulzen Asset Management first reported a position in ProShares Short S&P500 in Q3 2017 and held it in 25 quarters.
  • Van Hulzen Asset Management's ProShares Short S&P500 position peaked at $3.25M in Q3 2017.
  • 137 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.