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Aptus Capital Advisors’s ProShares UltraPro Short S&P 500 SPXU Stock Holding History

Aptus Capital Advisors’s Portfolio SPXU Stock Details SPXU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-3
Closed -$741 – 982
2023
Q3 		$741 Hold
3
– – ﹤0.01% 889
2023
Q2 		$650 Sell
3
-21
-88% -$5.33K ﹤0.01% 787
2023
Q1 		$6.52K Buy
+24
New +$7.12K ﹤0.01% 710
2021
Q1 		– Sell
-80
Closed -$47K – 559
2020
Q4 		$47K Buy
+80
New +$57.4K ﹤0.01% 366

Other funds holding SPXU

Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
RCM
Ridgepath Capital Management Knoxville, Tennessee $227M AUM 13.85% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Aptus Capital Advisors's SPXU Position: Q4 2023 in Review

Aptus Capital Advisors sold out of ProShares UltraPro Short S&P 500 (SPXU) in Q4 2023, closing a stake of 3 shares — an estimated $741 sold.

Aptus Capital Advisors first reported a position in SPXU in Q4 2020 and held it in 4 quarters. The position peaked at $47K in Q4 2020. 54 funds tracked by Wall St. Rank hold SPXU as of Q4 2023.

  • Aptus Capital Advisors reported no remaining ProShares UltraPro Short S&P 500 position as of Q4 2023 after selling out during the quarter.
  • Aptus Capital Advisors sold 3 ProShares UltraPro Short S&P 500 shares in Q4 2023, an estimated $741.
  • Aptus Capital Advisors first reported a position in ProShares UltraPro Short S&P 500 in Q4 2020 and held it in 4 quarters.
  • Aptus Capital Advisors's ProShares UltraPro Short S&P 500 position peaked at $47K in Q4 2020.
  • 54 funds tracked by Wall St. Rank held ProShares UltraPro Short S&P 500 as of Q4 2023.

Based on Aptus Capital Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.