WealthBridge Capital Management’s ProShares Short S&P500 SH Stock Holding History

WealthBridge Capital 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
2023 Q2	–	Sell	-4,941	Closed	-$296K	–	201
2023 Q1	$296K	Buy	4,941 +1,962	+66%	+$121K	0.12%	142
2022 Q4	$191K	Sell	2,979 -484	-14%	-$31K	0.08%	187
2022 Q3	$229K	Hold	3,463	–	–	0.1%	176
2022 Q2	$229K	Buy	+3,463	New	+$214K	0.1%	176

Other funds holding SH

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

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

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

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

KWM

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

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

ICG

InterOcean Capital Group Nashville, Tennessee $4.19B AUM 26.29% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Telemus Capital Southfield, Michigan $1.21B AUM 23.28% 1-Year Est. Return

WealthBridge Capital Management's SH Position: Q2 2023 in Review

WealthBridge Capital Management sold out of ProShares Short S&P500 (SH) in Q2 2023, closing a stake of 4,941 shares — an estimated $296K sold.

WealthBridge Capital Management first reported a position in SH in Q2 2022 and held it in 4 quarters. The position peaked at $296K in Q1 2023. 208 funds tracked by Wall St. Rank hold SH as of Q2 2023.

WealthBridge Capital Management reported no remaining ProShares Short S&P500 position as of Q2 2023 after selling out during the quarter.
WealthBridge Capital Management sold 4,941 ProShares Short S&P500 shares in Q2 2023, an estimated $296K.
WealthBridge Capital Management first reported a position in ProShares Short S&P500 in Q2 2022 and held it in 4 quarters.
WealthBridge Capital Management's ProShares Short S&P500 position peaked at $296K in Q1 2023.
208 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q2 2023.

Based on WealthBridge Capital Management's 13F filing for Q2 2023, filed 1 Aug 2023.