Veritable’s ProShares Short S&P500 SH Stock Holding History

Veritable’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 Q3	–	Sell	-32,093	Closed	-$2.12M	–	881
2022 Q2	$2.12M	Buy	+32,093	New	+$1.98M	0.04%	231

Other funds holding SH

Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return

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

LSA

L & S Advisors Los Angeles, California $967M AUM 68.8% 1-Year Est. Return

IAN

Integrated Advisors Network Dallas, Texas $2.18B AUM 30.3% 1-Year Est. Return

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

KWM

Kaydan Wealth Management Fenton, Michigan $328M AUM 24.93% 1-Year Est. Return

RCS

Retirement Capital Strategies San Jose, California $288M AUM 17.43% 1-Year Est. Return

Veritable's SH Position: Q3 2022 in Review

Veritable sold out of ProShares Short S&P500 (SH) in Q3 2022, closing a stake of 32,093 shares — an estimated $2.12M sold.

Veritable first reported a position in SH in Q2 2022 and held it in 1 quarter. The position peaked at $2.12M in Q2 2022. 255 funds tracked by Wall St. Rank hold SH as of Q3 2022.

Veritable reported no remaining ProShares Short S&P500 position as of Q3 2022 after selling out during the quarter.
Veritable sold 32,093 ProShares Short S&P500 shares in Q3 2022, an estimated $2.12M.
Veritable first reported a position in ProShares Short S&P500 in Q2 2022 and held it in 1 quarter.
Veritable's ProShares Short S&P500 position peaked at $2.12M in Q2 2022.
255 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q3 2022.

Based on Veritable's 13F filing for Q3 2022, filed 14 Nov 2022.