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

Stack Financial Management Whitefish, Montana $1.36B AUM 28.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sykon Capital Harrison, New York $300M AUM 16.74% 1-Year Est. Return

First National Corp Rockland, Massachusetts $527M AUM 12.33% 1-Year Est. Return

Revere Asset Management Dallas, Texas $195M AUM 80.44% 1-Year Est. Return

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return

Mirador Capital Partners Pleasanton, California $816M AUM 42.46% 1-Year Est. Return

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return