Appleton Group’s ProShares UltraShort Dow 30 DXD Stock Holding History

Appleton Group’s Portfolio DXD Stock Details DXD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-9,564	Closed	-$410K	–	40
2023 Q1	$410K	Buy	+9,564	New	+$413K	0.8%	13
2022 Q3	–	Sell	-7,938	Closed	-$415K	–	24
2022 Q2	$415K	Buy	+7,938	New	+$379K	2.41%	12
2020 Q4	–	Sell	-4,404	Closed	-$345K	–	34
2020 Q3	$345K	Buy	+4,404	New	+$364K	0.54%	16
2020 Q2	–	Sell	-2,165	Closed	-$313K	–	31
2020 Q1	$313K	Buy	+2,165	New	+$276K	1.58%	12
2015 Q4	–	Sell	-4,956	Closed	-$2.36M	–	17
2015 Q3	$2.36M	Buy	+4,956	New	+$2.21M	6.91%	5

Other funds holding DXD

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MWM

Meridian Wealth Management Lexington, Kentucky $2.85B AUM 31.23% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Appleton Group's DXD Position: Q2 2023 in Review

Appleton Group sold out of ProShares UltraShort Dow 30 (DXD) in Q2 2023, closing a stake of 9,564 shares — an estimated $410K sold.

Appleton Group first reported a position in DXD in Q3 2015 and held it in 5 quarters. The position peaked at $2.36M in Q3 2015. 18 funds tracked by Wall St. Rank hold DXD as of Q2 2023.

Appleton Group reported no remaining ProShares UltraShort Dow 30 position as of Q2 2023 after selling out during the quarter.
Appleton Group sold 9,564 ProShares UltraShort Dow 30 shares in Q2 2023, an estimated $410K.
Appleton Group first reported a position in ProShares UltraShort Dow 30 in Q3 2015 and held it in 5 quarters.
Appleton Group's ProShares UltraShort Dow 30 position peaked at $2.36M in Q3 2015.
18 funds tracked by Wall St. Rank held ProShares UltraShort Dow 30 as of Q2 2023.

Based on Appleton Group's 13F filing for Q2 2023, filed 3 Aug 2023.