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

Avior 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	-178	Closed	-$17.5K	–	2035
2024 Q4	$17.5K	Buy	178 +10	+6%	+$989	﹤0.01%	1447
2024 Q3	$17.3K	Hold	168	–	–	﹤0.01%	1405
2024 Q2	$19.4K	Hold	168	–	–	﹤0.01%	1356
2024 Q1	$20.9K	Hold	168	–	–	﹤0.01%	1588
2023 Q4	$25.1K	Hold	168	–	–	﹤0.01%	848
2023 Q3	$31.2K	Hold	168	–	–	﹤0.01%	861
2023 Q2	$28.8K	Hold	168	–	–	﹤0.01%	868
2023 Q1	$33.6K	Hold	168	–	–	﹤0.01%	859
2022 Q4	$38.6K	Hold	168	–	–	﹤0.01%	667
2022 Q3	$45K	Hold	168	–	–	﹤0.01%	620
2022 Q2	$42K	Hold	168	–	–	﹤0.01%	596
2022 Q1	$31K	Hold	168	–	–	﹤0.01%	654
2021 Q4	$29K	Hold	168	–	–	﹤0.01%	649
2021 Q3	$37K	Hold	168	–	–	﹤0.01%	592
2021 Q2	$37K	Hold	168	–	–	﹤0.01%	565
2021 Q1	$45K	Hold	168	–	–	﹤0.01%	532
2020 Q4	$52K	Buy	168 +56	+50%	+$19.7K	0.01%	487
2020 Q3	$44K	Hold	112	–	–	0.01%	509
2020 Q2	$54K	Sell	112 -2,274	-95%	-$1.29M	0.01%	484
2020 Q1	$1.82M	Buy	2,386 +2,334	+4,488%	+$1.59M	0.36%	72
2019 Q4	$32K	Hold	52	–	–	0.01%	493
2019 Q3	$38K	Hold	52	–	–	0.01%	479
2019 Q2	$40K	Buy	+52	New	+$41.8K	0.01%	466

Other funds holding SDS

IAN

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

Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return

VCM

Virtue Capital Management Brentwood, Tennessee $749M AUM 40.13% 1-Year Est. Return

Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

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 $384M AUM 27.62% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

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

Avior Wealth Management sold out of ProShares UltraShort S&P500 (SDS) in Q1 2025, closing a stake of 178 shares — an estimated $17.5K sold.

Avior Wealth Management first reported a position in SDS in Q2 2019 and held it in 23 quarters. The position peaked at $1.82M in Q1 2020. 61 funds tracked by Wall St. Rank hold SDS as of Q1 2025.

Avior Wealth Management reported no remaining ProShares UltraShort S&P500 position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 178 ProShares UltraShort S&P500 shares in Q1 2025, an estimated $17.5K.
Avior Wealth Management first reported a position in ProShares UltraShort S&P500 in Q2 2019 and held it in 23 quarters.
Avior Wealth Management's ProShares UltraShort S&P500 position peaked at $1.82M in Q1 2020.
61 funds tracked by Wall St. Rank held ProShares UltraShort S&P500 as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.