Allworth Financial’s ProShares UltraShort S&P500 SDS Stock Holding History

Allworth Financial’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	-1	Closed	-$230	–	3279
2022 Q4	$230	Hold	1	–	–	﹤0.01%	2764
2022 Q3	$0	Buy	+1	New	+$226	﹤0.01%	3057

Other funds holding SDS

Integrated Advisors Network Dallas, Texas $2.18B AUM 30.3% 1-Year Est. Return

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

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

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return

Garnet Equity Capital Holdings New York $530M AUM 69.48% 1-Year Est. Return

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Allworth Financial's SDS Position: Q1 2023 in Review

Allworth Financial sold out of ProShares UltraShort S&P500 (SDS) in Q1 2023, closing a stake of 1 share — an estimated $230 sold.

Allworth Financial first reported a position in SDS in Q3 2022 and held it in 2 quarters. The position peaked at $230 in Q4 2022. 87 funds tracked by Wall St. Rank hold SDS as of Q1 2023.

Allworth Financial reported no remaining ProShares UltraShort S&P500 position as of Q1 2023 after selling out during the quarter.
Allworth Financial sold 1 ProShares UltraShort S&P500 share in Q1 2023, an estimated $230.
Allworth Financial first reported a position in ProShares UltraShort S&P500 in Q3 2022 and held it in 2 quarters.
Allworth Financial's ProShares UltraShort S&P500 position peaked at $230 in Q4 2022.
87 funds tracked by Wall St. Rank held ProShares UltraShort S&P500 as of Q1 2023.

Based on Allworth Financial's 13F filing for Q1 2023, filed 18 Apr 2023.