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

Xcel 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
2023
Q2 		– Sell
-11,675
Closed -$701K – 138
2023
Q1 		$701K Sell
11,675
-15,575
-57% -$962K 0.25% 70
2022
Q4 		$1.75M Buy
+27,250
New +$1.75M 0.69% 42

Other funds holding SH

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $328M AUM 24.93% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
ICG
InterOcean Capital Group Nashville, Tennessee $4.19B AUM 26.29% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
TC
Telemus Capital Southfield, Michigan $1.21B AUM 23.28% 1-Year Est. Return

Xcel Wealth Management's SH Position: Q2 2023 in Review

Xcel Wealth Management sold out of ProShares Short S&P500 (SH) in Q2 2023, closing a stake of 11,675 shares — an estimated $701K sold.

Xcel Wealth Management first reported a position in SH in Q4 2022 and held it in 2 quarters. The position peaked at $1.75M in Q4 2022. 209 funds tracked by Wall St. Rank hold SH as of Q2 2023.

  • Xcel Wealth Management reported no remaining ProShares Short S&P500 position as of Q2 2023 after selling out during the quarter.
  • Xcel Wealth Management sold 11,675 ProShares Short S&P500 shares in Q2 2023, an estimated $701K.
  • Xcel Wealth Management first reported a position in ProShares Short S&P500 in Q4 2022 and held it in 2 quarters.
  • Xcel Wealth Management's ProShares Short S&P500 position peaked at $1.75M in Q4 2022.
  • 209 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q2 2023.

Based on Xcel Wealth Management's 13F filing for Q2 2023, filed 26 Jul 2023.