Appleton Group’s ProShares UltraShort S&P500 SDS Stock Holding History

Appleton Group’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 Q3	$474K	Buy	+2,555	New	+$440K	1.66%	9
2022 Q3	–	Sell	-1,613	Closed	-$406K	–	28
2022 Q2	$406K	Sell	1,613 -807	-33%	-$180K	2.36%	14
2022 Q1	$453K	Buy	+2,420	New	+$479K	0.63%	16

Other funds holding SDS

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

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

PFO

Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return

BFIC

Bedell Frazier Investment Counselling Walnut Creek, California $495M AUM 29.32% 1-Year Est. Return

CCA

Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return

RJA

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

GECH

Garnet Equity Capital Holdings New York $642M AUM 58.94% 1-Year Est. Return

JWS

Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return

TRCT

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

VCM

Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return

Appleton Group's SDS Position: Q3 2023 in Review

Appleton Group opened a new position in ProShares UltraShort S&P500 (SDS) in Q3 2023: 2,555 shares worth $474K. The stake represents 1.66% of the portfolio and ranks #9 among its holdings. This is a return to the name: Appleton Group previously reported a position in SDS as recently as Q2 2022.

Appleton Group first reported a position in SDS in Q1 2022 and has held it in 3 quarters since. 75 funds tracked by Wall St. Rank hold SDS as of Q3 2023.

Appleton Group held 2,555 shares of ProShares UltraShort S&P500 worth $474K as of Q3 2023.
ProShares UltraShort S&P500 was a new Appleton Group position in Q3 2023.
ProShares UltraShort S&P500 made up 1.66% of Appleton Group's portfolio in Q3 2023, its #9 holding.
Appleton Group first reported a position in ProShares UltraShort S&P500 in Q1 2022 and has held it in 3 quarters since.
75 funds tracked by Wall St. Rank held ProShares UltraShort S&P500 as of Q3 2023.

Based on Appleton Group's 13F filing for Q3 2023, filed 8 Nov 2023.