WOSD
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WFA of San Diego’s ProShares Short S&P500 SH Stock Holding History

WFA of San Diego’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 		$15.6K Hold
410
– – 0.01% 273
2025
Q4 		$14.8K Sell
410
-500
-55% -$18.3K 0.01% 289
2025
Q3 		$33.6K Hold
910
– – 0.02% 240
2025
Q2 		$36.1K Buy
+910
New +$39.4K 0.03% 232
2024
Q3 		– Sell
-488
Closed -$22.3K – 412
2024
Q2 		$22.3K Buy
+488
New +$23.4K 0.02% 233

Other funds holding SH

SFM
Stack Financial Management Whitefish, Montana $1.36B AUM 28.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RIM
Ryan Investment Management Basalt, Colorado $221M AUM 23.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RSWM
Robertson Stephens Wealth Management San Francisco, California $3.57B AUM 28.36% 1-Year Est. Return
TSW
Three Seasons Wealth Salt Lake City, Utah $262M AUM 45.03% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return
FCM
Fourpath Capital Management Oklahoma City, Oklahoma $697M AUM 29.98% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

WFA of San Diego's SH Position: Q1 2026 in Review

WFA of San Diego held its ProShares Short S&P500 (SH) position steady in Q1 2026 at 410 shares worth $15.6K. The position accounts for 0.01% of the portfolio, ranked #273.

WFA of San Diego first reported a position in SH in Q2 2024 and has held it in 5 quarters since. The position peaked at $36.1K in Q2 2025. 148 funds tracked by Wall St. Rank hold SH as of Q1 2026.

  • WFA of San Diego held 410 shares of ProShares Short S&P500 worth $15.6K as of Q1 2026.
  • WFA of San Diego left its ProShares Short S&P500 share count unchanged in Q1 2026.
  • ProShares Short S&P500 made up 0.01% of WFA of San Diego's portfolio in Q1 2026, its #273 holding.
  • WFA of San Diego first reported a position in ProShares Short S&P500 in Q2 2024 and has held it in 5 quarters since.
  • WFA of San Diego's ProShares Short S&P500 position peaked at $36.1K in Q2 2025.
  • 148 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q1 2026.

Based on WFA of San Diego's 13F filing for Q1 2026, filed 11 May 2026.