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

Windsor 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
2022
Q2 		– Sell
-6,181
Closed -$351K – 221
2022
Q1 		$351K Hold
6,181
– – 0.06% 177
2021
Q4 		$335K Hold
6,181
– – 0.06% 179
2021
Q3 		$372K Hold
6,181
– – 0.08% 167
2021
Q2 		$381K Hold
6,181
– – 0.08% 164
2021
Q1 		$414K Hold
6,181
– – 0.1% 154
2020
Q4 		$444K Hold
6,181
– – 0.11% 142
2020
Q3 		$495K Buy
6,181
+2,681
+77% +$223K 0.14% 128
2020
Q2 		$313K Buy
+3,500
New +$336K 0.1% 151

Other funds holding SH

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SFM
Stack Financial Management Whitefish, Montana $1.28B AUM 18.06% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
FM
Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.23B AUM 23.59% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $328M AUM 24.93% 1-Year Est. Return
FFC
Fure Financial Corporation Bloomington, Minnesota $122M AUM 1.51% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return

Windsor Wealth Management's SH Position: Q2 2022 in Review

Windsor Wealth Management sold out of ProShares Short S&P500 (SH) in Q2 2022, closing a stake of 6,181 shares — an estimated $351K sold.

Windsor Wealth Management first reported a position in SH in Q2 2020 and held it in 8 quarters. The position peaked at $495K in Q3 2020. 233 funds tracked by Wall St. Rank hold SH as of Q2 2022.

  • Windsor Wealth Management reported no remaining ProShares Short S&P500 position as of Q2 2022 after selling out during the quarter.
  • Windsor Wealth Management sold 6,181 ProShares Short S&P500 shares in Q2 2022, an estimated $351K.
  • Windsor Wealth Management first reported a position in ProShares Short S&P500 in Q2 2020 and held it in 8 quarters.
  • Windsor Wealth Management's ProShares Short S&P500 position peaked at $495K in Q3 2020.
  • 233 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q2 2022.

Based on Windsor Wealth Management's 13F filing for Q2 2022, filed 8 Aug 2022.