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Proshares Tr short s&p 500 ne shares owned by HCR Wealth Advisors

Quarter-by-quarter ownership of Proshares Tr short s&p 500 ne (SH) shares owned by HCR Wealth Advisors from 13F filings

Historical chart of HCR Wealth Advisors investment in Proshares Tr short s&p 500 ne

Tip: Access up to 7 years of quarterly data

All positions including Proshares Tr short s&p 500 ne held by HCR Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Proshares Tr short s&p 500 ne by HCR Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-06-30 $8.4M 603k 13.88
2023-03-31 $10M 678k 15.00
2022-12-31 $11M 681k 16.03
2022-09-30 $9.2M 530k 17.28
2022-06-30 $5.6M 342k 16.50
2020-12-31 $418k 23k 17.98
2020-09-30 $15M 760k 20.32
2020-06-30 $34M 1.5M 22.22
2019-06-30 $8.9M 334k 26.61
2019-03-31 $8.9M 322k 27.65
2018-12-31 $3.3M 105k 31.33

More positions owned by HCR Wealth Advisors

Apple Common Stock (AAPL)
Vanguard High Dividend Yield Index Fund ETF Etf (VYM)
Vanguard Growth Index Fund ETF Etf (VUG)
iShares Core S&P Small-Cap ETF Etf (IJR)
Microsoft Common Stock (MSFT)
Ametek Common Stock (AME)
iShares Core S&P 500 ETF Etf (IVV)
First Trust Preferred Securities and Income ETF Etf (FPE)
Alphabet Common Stock (GOOGL)
Palo Alto Networks Common Stock (PANW)
Nvidia Corp Common Stock (NVDA)
Visa Common Stock (V)
Amazon.Com Common Stock (AMZN)
Costco Wholesale Common Stock (COST)
Meta Platforms Common Stock (META)

View all positions for HCR Wealth Advisors

Top funds holding Proshares Tr short s&p 500 ne

UBS Group
AE Wealth Management
Pineridge Advisors
InterOcean Capital Group
CPR Investments
Oakworth Capital
Arete Wealth Advisors
National Asset Management
Citizens Financial Group
Mirador Capital Partners
Axxcess Wealth Management
Sterling Investment Management
Reuter James Wealth Management
Telemus Capital
Jump Financial

View all funds holding Proshares Tr short s&p 500 ne