B. Riley Wealth Advisors’s ProShares UltraPro Short S&P 500 SPXU Stock Holding History

B. Riley Wealth Advisors’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
2021 Q1	–	Sell	-311	Closed	-$184K	–	1408
2020 Q4	$184K	Sell	311 -16	-5%	-$11.5K	0.01%	938
2020 Q3	$288K	Buy	327 +32	+11%	+$30.1K	0.02%	726
2020 Q2	$348K	Hold	295	–	–	0.02%	581
2020 Q1	$712K	Buy	295 +11	+4%	+$24.7K	0.06%	301
2019 Q4	$570K	Buy	+284	New	+$663K	0.05%	393
2015 Q3	–	Sell	-17	Closed	-$235K	–	605
2015 Q2	$235K	Hold	17	–	–	0.06%	398
2015 Q1	$248K	Sell	17 -1	-6%	-$14.8K	0.06%	410
2014 Q4	$270K	Buy	+18	New	+$303K	0.01%	1180

Other funds holding SPXU

PCM

Pinz Capital Management New York $55.2M AUM 15.31% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

SCP Investment Orinda, California $108M AUM 19.38% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return

DRW Securities Chicago, Illinois $4.11B AUM 21.98% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

B. Riley Wealth Advisors's SPXU Position: Q1 2021 in Review

B. Riley Wealth Advisors sold out of ProShares UltraPro Short S&P 500 (SPXU) in Q1 2021, closing a stake of 311 shares — an estimated $184K sold.

B. Riley Wealth Advisors first reported a position in SPXU in Q4 2014 and held it in 8 quarters. The position peaked at $712K in Q1 2020. 50 funds tracked by Wall St. Rank hold SPXU as of Q1 2021.

B. Riley Wealth Advisors reported no remaining ProShares UltraPro Short S&P 500 position as of Q1 2021 after selling out during the quarter.
B. Riley Wealth Advisors sold 311 ProShares UltraPro Short S&P 500 shares in Q1 2021, an estimated $184K.
B. Riley Wealth Advisors first reported a position in ProShares UltraPro Short S&P 500 in Q4 2014 and held it in 8 quarters.
B. Riley Wealth Advisors's ProShares UltraPro Short S&P 500 position peaked at $712K in Q1 2020.
50 funds tracked by Wall St. Rank held ProShares UltraPro Short S&P 500 as of Q1 2021.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2021, filed 13 May 2021.