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

Whalen Wealth 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
2025
Q1 		– Sell
-53,680
Closed -$2.27M – 165
2024
Q4 		$2.27M Buy
+53,680
New +$2.28M 1.58% 13

Other funds holding SH

SFM
Stack Financial Management Whitefish, Montana $1.28B AUM 18.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SC
Sykon Capital Harrison, New York $325M AUM 19.22% 1-Year Est. Return
FNC
First National Corp Rockland, Massachusetts $527M AUM 12.33% 1-Year Est. Return
RAM
Revere Asset Management Dallas, Texas $261M AUM 104.77% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return

Whalen Wealth Management's SH Position: Q1 2025 in Review

Whalen Wealth Management sold out of ProShares Short S&P500 (SH) in Q1 2025, closing a stake of 53,680 shares — an estimated $2.27M sold.

Whalen Wealth Management first reported a position in SH in Q4 2024 and held it in 1 quarter. The position peaked at $2.27M in Q4 2024. 137 funds tracked by Wall St. Rank hold SH as of Q1 2025.

  • Whalen Wealth Management reported no remaining ProShares Short S&P500 position as of Q1 2025 after selling out during the quarter.
  • Whalen Wealth Management sold 53,680 ProShares Short S&P500 shares in Q1 2025, an estimated $2.27M.
  • Whalen Wealth Management first reported a position in ProShares Short S&P500 in Q4 2024 and held it in 1 quarter.
  • Whalen Wealth Management's ProShares Short S&P500 position peaked at $2.27M in Q4 2024.
  • 137 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q1 2025.

Based on Whalen Wealth Management's 13F filing for Q1 2025, filed 22 Apr 2025.