SH — PROSHARES TR

Ownership history in Commonwealth Financial Services, LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which Commonwealth Financial Services, LLC reported a position in PROSHARES TR (SH). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.44% (2025 Q2)
Avg. % of fund
0.27%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 57,642 — 0% 0.34% $2.1M $36.03
2025 Q3 UNCHANGED 57,642 — 0% 0.36% $2.1M $36.47
2025 Q2 ADDED 57,642 +27,502 +91.2% 0.44% $2.3M $38.72
2024 Q1 UNCHANGED 30,140 — 0% 0.09% $392K $43.42
2023 Q4 INITIATED 30,140 — — 0.09% $392K —
% of Fund (quarterly)    SH price (monthly, adj. close)

Other funds also holding SH

As of 2025 Q4 — sorted by position size

Stack Financial Management, Inc 3Y 7Y 6.89% CPR Investments Inc. 3Y 4.91% ONE PLUS ONE WEALTH MANAGEMENT, LLC 3Y 2.79% Lattice Capital Management, LLC 3Y 2.78% Hedges Asset Management LLC 3Y 1.75% AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 3Y 1.61% AXS Investments LLC 3Y 0.95% Stratos Wealth Advisors, LLC 3Y 7Y 0.85% CHATHAM CAPITAL GROUP, INC. 3Y 7Y 0.82% Ballew Advisors, Inc 3Y 7Y 0.66%
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