SH — SHORT S&P 500 PROSHARES

Ownership history in Wealth Quarterback LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which Wealth Quarterback LLC reported a position in SHORT S&P 500 PROSHARES (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
5.79% (2022 Q2)
Avg. % of fund
1.36%
First filed
2020 Q1
Last filed
2025 Q3
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 213,358 +206,143 +2857.1% 3.05% $7.9M $36.47
2025 Q1 REDUCED 7,215 -78,215 -91.6% 0.18% $322K $43.04
2024 Q3 REDUCED 85,430 -364,583 -81.0% 0.48% $927K $40.93
2022 Q2 ADDED 450,013 +449,728 +157799.3% 5.79% $7.4M $56.17
2021 Q3 REDUCED 285 -65 -18.6% 0.01% $9K $51.84
2021 Q2 REDUCED 350 -173 -33.1% 0.00% $6K $52.39
2020 Q1 INITIATED 523 — — 0.01% $14K $94.16
% 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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