AWM
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Accurate Wealth Management’s ProShares UltraShort S&P500 SDS Stock Holding History

Accurate Wealth Management’s Portfolio SDS Stock Details SDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-60
Closed -$13.2K – 1200
2022
Q4 		$13.2K Buy
+60
New +$13.9K ﹤0.01% 795

Other funds holding SDS

IAN
Integrated Advisors Network Dallas, Texas $2.18B AUM 30.3% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
BFIC
Bedell Frazier Investment Counselling Walnut Creek, California $495M AUM 29.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return
GECH
Garnet Equity Capital Holdings New York $530M AUM 69.48% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Accurate Wealth Management's SDS Position: Q1 2023 in Review

Accurate Wealth Management sold out of ProShares UltraShort S&P500 (SDS) in Q1 2023, closing a stake of 60 shares — an estimated $13.2K sold.

Accurate Wealth Management first reported a position in SDS in Q4 2022 and held it in 1 quarter. The position peaked at $13.2K in Q4 2022. 87 funds tracked by Wall St. Rank hold SDS as of Q1 2023.

  • Accurate Wealth Management reported no remaining ProShares UltraShort S&P500 position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 60 ProShares UltraShort S&P500 shares in Q1 2023, an estimated $13.2K.
  • Accurate Wealth Management first reported a position in ProShares UltraShort S&P500 in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's ProShares UltraShort S&P500 position peaked at $13.2K in Q4 2022.
  • 87 funds tracked by Wall St. Rank held ProShares UltraShort S&P500 as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.