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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.65M Buy
+64,265
New +$3.92M 0.06% 288
2025
Q4
Sell
-59,816
Closed -$4.32M 1091
2025
Q3
$4.32M Buy
+59,816
New +$4.69M 0.09% 176
2024
Q4
Sell
-2,194
Closed -$226K 924
2024
Q3
$226K Buy
2,194
+330
+18% +$37.2K 0.01% 803
2024
Q2
$215K Sell
1,864
-481
-21% -$60.5K 0.01% 772
2024
Q1
$291K Buy
2,345
+921
+65% +$127K 0.01% 676
2023
Q4
$213K Buy
1,424
+278
+24% +$48.1K 0.01% 764
2023
Q3
$213K Buy
+1,146
New +$197K 0.01% 715
2023
Q2
Sell
-1,411
Closed -$282K 674
2023
Q1
$282K Buy
+1,411
New +$299K 0.02% 496
2022
Q4
Sell
-11,177
Closed -$3.05M 675
2022
Q3
$3.05M Buy
+11,177
New +$2.53M 0.29% 76

Other funds holding SDS

Axxcess Wealth Management's SDS Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in ProShares UltraShort S&P500 (SDS) in Q2 2026: 64,265 shares worth $3.65M. The stake represents 0.06% of the portfolio and ranks #288 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in SDS as recently as Q3 2025.

Axxcess Wealth Management first reported a position in SDS in Q3 2022 and has held it in 9 quarters since. The position peaked at $4.32M in Q3 2025. 49 funds tracked by Wall St. Rank hold SDS as of Q2 2026.

  • Axxcess Wealth Management held 64,265 shares of ProShares UltraShort S&P500 worth $3.65M as of Q2 2026.
  • ProShares UltraShort S&P500 was a new Axxcess Wealth Management position in Q2 2026.
  • ProShares UltraShort S&P500 made up 0.06% of Axxcess Wealth Management's portfolio in Q2 2026, its #288 holding.
  • Axxcess Wealth Management first reported a position in ProShares UltraShort S&P500 in Q3 2022 and has held it in 9 quarters since.
  • Axxcess Wealth Management's ProShares UltraShort S&P500 position peaked at $4.32M in Q3 2025.
  • 49 funds tracked by Wall St. Rank held ProShares UltraShort S&P500 as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.