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AXS Investments’s ProShares UltraPro Short S&P 500 SPXU Stock Holding History

AXS Investments’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
-2,500
Closed -$598K – 430
2023
Q3 		$598K Buy
+2,500
New +$535K 0.15% 197
2022
Q3 		– Sell
-1,445
Closed -$585K – 221
2022
Q2 		$585K Buy
+1,445
New +$498K 0.21% 163

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

AXS Investments's SPXU Position: Q4 2023 in Review

AXS Investments sold out of ProShares UltraPro Short S&P 500 (SPXU) in Q4 2023, closing a stake of 2,500 shares — an estimated $598K sold.

AXS Investments first reported a position in SPXU in Q2 2022 and held it in 2 quarters. The position peaked at $598K in Q3 2023. 54 funds tracked by Wall St. Rank hold SPXU as of Q4 2023.

  • AXS Investments reported no remaining ProShares UltraPro Short S&P 500 position as of Q4 2023 after selling out during the quarter.
  • AXS Investments sold 2,500 ProShares UltraPro Short S&P 500 shares in Q4 2023, an estimated $598K.
  • AXS Investments first reported a position in ProShares UltraPro Short S&P 500 in Q2 2022 and held it in 2 quarters.
  • AXS Investments's ProShares UltraPro Short S&P 500 position peaked at $598K in Q3 2023.
  • 54 funds tracked by Wall St. Rank held ProShares UltraPro Short S&P 500 as of Q4 2023.

Based on AXS Investments's 13F filing for Q4 2023, filed 9 Feb 2024.