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
2025 Q2	–	Sell	-27,804	Closed	-$2.98M	–	1332
2025 Q1	$2.98M	Buy	+27,804	New	+$2.74M	0.09%	231
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	-$71K	–	1736
2014 Q4	$71K	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

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return

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

BFIC

Bedell Frazier Investment Counselling Walnut Creek, California $495M AUM 29.32% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

Raffles Associates New York $117M AUM 22.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AXS Investments Port Chester, New York $353M AUM 34.19% 1-Year Est. Return

Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return

Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

B. Riley Wealth Advisors's SDS Position: Q2 2025 in Review

B. Riley Wealth Advisors sold out of ProShares UltraShort S&P500 (SDS) in Q2 2025, closing a stake of 27,804 shares — an estimated $2.98M sold.

B. Riley Wealth Advisors first reported a position in SDS in Q2 2013 and held it in 10 quarters. The position peaked at $3.81M in Q3 2021. 47 funds tracked by Wall St. Rank hold SDS as of Q2 2025.

B. Riley Wealth Advisors reported no remaining ProShares UltraShort S&P500 position as of Q2 2025 after selling out during the quarter.
B. Riley Wealth Advisors sold 27,804 ProShares UltraShort S&P500 shares in Q2 2025, an estimated $2.98M.
B. Riley Wealth Advisors first reported a position in ProShares UltraShort S&P500 in Q2 2013 and held it in 10 quarters.
B. Riley Wealth Advisors's ProShares UltraShort S&P500 position peaked at $3.81M in Q3 2021.
47 funds tracked by Wall St. Rank held ProShares UltraShort S&P500 as of Q2 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2025, filed 19 Aug 2025.