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Advisor Resource Council’s ProShares UltraShort S&P500 SDS Stock Holding History

Advisor Resource Council’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
Q4 		– Sell
-2,972
Closed -$551K – 519
2023
Q3 		$551K Sell
2,972
-1,848
-38% -$318K 0.28% 62
2023
Q2 		$827K Buy
4,820
+2,665
+124% +$512K 0.37% 48
2023
Q1 		$431K Buy
+2,155
New +$457K 0.11% 177

Other funds holding SDS

MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return
BFIC
Bedell Frazier Investment Counselling Walnut Creek, California $495M AUM 29.32% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return
GCM
Gunderson Capital Management Mt. Pleasant, South Carolina $370M AUM 211.56% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LCWP
Legacy Capital Wealth Partners Little Rock, Arkansas $521M AUM 28.27% 1-Year Est. Return
PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return

Advisor Resource Council's SDS Position: Q4 2023 in Review

Advisor Resource Council sold out of ProShares UltraShort S&P500 (SDS) in Q4 2023, closing a stake of 2,972 shares — an estimated $551K sold.

Advisor Resource Council first reported a position in SDS in Q1 2023 and held it in 3 quarters. The position peaked at $827K in Q2 2023. 72 funds tracked by Wall St. Rank hold SDS as of Q4 2023.

  • Advisor Resource Council reported no remaining ProShares UltraShort S&P500 position as of Q4 2023 after selling out during the quarter.
  • Advisor Resource Council sold 2,972 ProShares UltraShort S&P500 shares in Q4 2023, an estimated $551K.
  • Advisor Resource Council first reported a position in ProShares UltraShort S&P500 in Q1 2023 and held it in 3 quarters.
  • Advisor Resource Council's ProShares UltraShort S&P500 position peaked at $827K in Q2 2023.
  • 72 funds tracked by Wall St. Rank held ProShares UltraShort S&P500 as of Q4 2023.

Based on Advisor Resource Council's 13F filing for Q4 2023, filed 12 Jan 2024.