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

WT 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
2024 Q4	–	Sell	-7,947	Closed	-$339K	–	144
2024 Q3	$339K	Hold	7,947	–	–	0.11%	97
2024 Q2	$363K	Buy	7,947 +4,197	+112%	+$201K	0.12%	91
2024 Q1	$178K	Hold	3,750	–	–	0.06%	107
2023 Q4	$195K	Buy	+3,750	New	+$210K	0.08%	105

Other funds holding SH

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FNC

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

RAG

RIA Advisory Group Des Moines, Iowa $460M AUM 29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return

WAM

Wakefield Asset Management Englewood, Colorado $444M AUM 46.63% 1-Year Est. Return

MCP

Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

WT Wealth Management's SH Position: Q4 2024 in Review

WT Wealth Management sold out of ProShares Short S&P500 (SH) in Q4 2024, closing a stake of 7,947 shares — an estimated $339K sold.

WT Wealth Management first reported a position in SH in Q4 2023 and held it in 4 quarters. The position peaked at $363K in Q2 2024. 121 funds tracked by Wall St. Rank hold SH as of Q4 2024.

WT Wealth Management reported no remaining ProShares Short S&P500 position as of Q4 2024 after selling out during the quarter.
WT Wealth Management sold 7,947 ProShares Short S&P500 shares in Q4 2024, an estimated $339K.
WT Wealth Management first reported a position in ProShares Short S&P500 in Q4 2023 and held it in 4 quarters.
WT Wealth Management's ProShares Short S&P500 position peaked at $363K in Q2 2024.
121 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q4 2024.

Based on WT Wealth Management's 13F filing for Q4 2024, filed 5 Feb 2025.