BRWA
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B. Riley Wealth Advisors’s ProShares UltraShort S&P500 SDS Stock Holding History

B. Riley Wealth Advisors’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
2022
Q4 		– Sell
-11,126
Closed -$3.04M – 1580
2022
Q3 		$3.04M Buy
11,126
+877
+9% +$198K 0.09% 226
2022
Q2 		$2.58M Buy
+10,249
New +$2.29M 0.11% 193
2021
Q4 		– Sell
-17,205
Closed -$3.81M – 1479
2021
Q3 		$3.81M Buy
+17,205
New +$3.65M 0.12% 185
2015
Q1 		– Sell
-32
Closed -$71 – 1738
2014
Q4 		$71 Buy
+32
New +$75.3K ﹤0.01% 1913
2014
Q3 		– Sell
-27
Closed -$69.2K – 1674
2014
Q2 		$69.2K Sell
27
-28
-51% -$76.4K 0.02% 881
2014
Q1 		$157K Sell
55
-20
-27% -$59.7K 0.05% 468
2013
Q4 		$222K Sell
75
-11
-13% -$36.1K 0.07% 314
2013
Q3 		$314K Sell
86
-81
-49% -$302K 0.11% 213
2013
Q2 		$682K Buy
+167
New +$690K 0.23% 100

Other funds holding SDS

CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.37B AUM 20.71% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $521M AUM 18.99% 1-Year Est. Return
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return
HF
HRT Financial New York $26B AUM 58.22% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return
IAN
Integrated Advisors Network Dallas, Texas $1.91B AUM 24.91% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $3.23B AUM 62.07% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $6.76B AUM 33.9% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return