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

AE 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
2025
Q1 		– Sell
-27
Closed -$2.66K – 2264
2024
Q4 		$2.66K Buy
+27
New +$2.67K ﹤0.01% 1983

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VCM
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QC
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Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return
AHIA
Andrew Hill Investment Advisors Naples, Florida $135M AUM 50.1% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

AE Wealth Management's SDS Position: Q1 2025 in Review

AE Wealth Management sold out of ProShares UltraShort S&P500 (SDS) in Q1 2025, closing a stake of 27 shares — an estimated $2.66K sold.

AE Wealth Management first reported a position in SDS in Q4 2024 and held it in 1 quarter. The position peaked at $2.66K in Q4 2024. 61 funds tracked by Wall St. Rank hold SDS as of Q1 2025.

  • AE Wealth Management reported no remaining ProShares UltraShort S&P500 position as of Q1 2025 after selling out during the quarter.
  • AE Wealth Management sold 27 ProShares UltraShort S&P500 shares in Q1 2025, an estimated $2.66K.
  • AE Wealth Management first reported a position in ProShares UltraShort S&P500 in Q4 2024 and held it in 1 quarter.
  • AE Wealth Management's ProShares UltraShort S&P500 position peaked at $2.66K in Q4 2024.
  • 61 funds tracked by Wall St. Rank held ProShares UltraShort S&P500 as of Q1 2025.

Based on AE Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.