Wealthcare Advisory Partners’s ProShares Short S&P500 SH Stock Holding History

Wealthcare Advisory Partners’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	-3,673	Closed	-$220K	–	758
2023 Q1	$220K	Sell	3,673 -2,531	-41%	-$156K	0.01%	666
2022 Q4	$398K	Sell	6,204 -174	-3%	-$11.2K	0.02%	470
2022 Q3	$441K	Buy	6,378 +857	+16%	+$53.7K	0.03%	391
2022 Q2	$364K	Buy	+5,521	New	+$341K	0.02%	386
2021 Q2	–	Sell	-345	Closed	-$23K	–	1642
2021 Q1	$23K	Buy	+345	New	+$23.9K	﹤0.01%	1156
2020 Q3	–	Sell	-3,029	Closed	-$271K	–	369
2020 Q2	$271K	Buy	3,029 +3,005	+12,521%	+$289K	0.03%	258
2020 Q1	$3K	Sell	24 -2,196	-99%	-$222K	﹤0.01%	1252
2019 Q4	$213K	Sell	2,220 -7	-0.3%	-$707	0.03%	289
2019 Q3	$233K	Buy	+2,227	New	+$235K	0.03%	248

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

Wealthcare Advisory Partners's SH Position: Q2 2023 in Review

Wealthcare Advisory Partners sold out of ProShares Short S&P500 (SH) in Q2 2023, closing a stake of 3,673 shares — an estimated $220K sold.

Wealthcare Advisory Partners first reported a position in SH in Q3 2019 and held it in 9 quarters. The position peaked at $441K in Q3 2022. 208 funds tracked by Wall St. Rank hold SH as of Q2 2023.

Wealthcare Advisory Partners reported no remaining ProShares Short S&P500 position as of Q2 2023 after selling out during the quarter.
Wealthcare Advisory Partners sold 3,673 ProShares Short S&P500 shares in Q2 2023, an estimated $220K.
Wealthcare Advisory Partners first reported a position in ProShares Short S&P500 in Q3 2019 and held it in 9 quarters.
Wealthcare Advisory Partners's ProShares Short S&P500 position peaked at $441K in Q3 2022.
208 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q2 2023.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2023, filed 17 Jul 2023.