Wealth Enhancement Advisory Services
SH icon

Wealth Enhancement Advisory Services’s ProShares Short S&P500 SH Stock Holding History

Wealth Enhancement Advisory Services’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
2026
Q1 		– Sell
-7,982
Closed -$284K – 3834
2025
Q4 		$284K Sell
7,982
-2,068
-21% -$75.8K ﹤0.01% 2969
2025
Q3 		$370K Sell
10,050
-56
-0.6% -$2.16K ﹤0.01% 2610
2025
Q2 		$397K Sell
10,106
-33,056
-77% -$1.43M ﹤0.01% 2396
2025
Q1 		$1.92M Buy
43,162
+16,781
+64% +$714K ﹤0.01% 1261
2024
Q4 		$1.12M Buy
+26,381
New +$1.12M ﹤0.01% 1475

Other funds holding SH

SFM
Stack Financial Management Whitefish, Montana $1.28B AUM 18.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RIM
Ryan Investment Management Basalt, Colorado $221M AUM 23.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RSWM
Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return
TSW
Three Seasons Wealth Salt Lake City, Utah $1.1B AUM 50.99% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return
FCM
Fourpath Capital Management Oklahoma City, Oklahoma $760M AUM 29.29% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Wealth Enhancement Advisory Services's SH Position: Q1 2026 in Review

Wealth Enhancement Advisory Services sold out of ProShares Short S&P500 (SH) in Q1 2026, closing a stake of 7,982 shares — an estimated $284K sold.

Wealth Enhancement Advisory Services first reported a position in SH in Q4 2024 and held it in 5 quarters. The position peaked at $1.92M in Q1 2025. 148 funds tracked by Wall St. Rank hold SH as of Q1 2026.

  • Wealth Enhancement Advisory Services reported no remaining ProShares Short S&P500 position as of Q1 2026 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 7,982 ProShares Short S&P500 shares in Q1 2026, an estimated $284K.
  • Wealth Enhancement Advisory Services first reported a position in ProShares Short S&P500 in Q4 2024 and held it in 5 quarters.
  • Wealth Enhancement Advisory Services's ProShares Short S&P500 position peaked at $1.92M in Q1 2025.
  • 148 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q1 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q1 2026, filed 8 Apr 2026.