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Wealth Quarterback’s ProShares Short S&P500 SH Stock Holding History

Wealth Quarterback’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
-213,358
Closed -$7.89M – 159
2025
Q3 		$7.89M Buy
+213,358
New +$8.23M 3.05% 7
2025
Q2 		– Sell
-7,215
Closed -$322K – 143
2025
Q1 		$322K Buy
+7,215
New +$307K 0.18% 93
2024
Q4 		– Sell
-21,358
Closed -$927K – 134
2024
Q3 		$927K Buy
+21,358
New +$968K 0.48% 46
2022
Q3 		– Sell
-112,503
Closed -$7.42M – 114
2022
Q2 		$7.42M Buy
+112,503
New +$6.95M 5.79% 1
2021
Q3 		$9K Sell
71
-17
-19% -$1.01K 0.01% 499
2021
Q2 		$6K Buy
+88
New +$5.59K ﹤0.01% 587
2020
Q2 		– Sell
-131
Closed -$14.5K – 646
2020
Q1 		$14.5K Sell
131
-11,884
-99% -$1.2M 0.01% 403
2019
Q4 		$1.53K Buy
+12,015
New +$1.21M ﹤0.01% 790

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

Wealth Quarterback's SH Position: Q4 2025 in Review

Wealth Quarterback sold out of ProShares Short S&P500 (SH) in Q4 2025, closing a stake of 213,358 shares — an estimated $7.89M sold.

Wealth Quarterback first reported a position in SH in Q4 2019 and held it in 8 quarters. The position peaked at $7.89M in Q3 2025. 113 funds tracked by Wall St. Rank hold SH as of Q4 2025.

  • Wealth Quarterback reported no remaining ProShares Short S&P500 position as of Q4 2025 after selling out during the quarter.
  • Wealth Quarterback sold 213,358 ProShares Short S&P500 shares in Q4 2025, an estimated $7.89M.
  • Wealth Quarterback first reported a position in ProShares Short S&P500 in Q4 2019 and held it in 8 quarters.
  • Wealth Quarterback's ProShares Short S&P500 position peaked at $7.89M in Q3 2025.
  • 113 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q4 2025.

Based on Wealth Quarterback's 13F filing for Q4 2025, filed 15 Jan 2026.