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Baldwin Wealth Partners’s ProShares UltraShort S&P500 SDS Stock Holding History

Baldwin Wealth Partners’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
2024
Q1 		– Sell
-400
Closed -$59.8K – 725
2023
Q4 		$59.8K Sell
400
-400
-50% -$69.2K ﹤0.01% 359
2023
Q3 		$148K Hold
800
– – 0.01% 252
2023
Q2 		$137K Hold
800
– – 0.01% 279
2023
Q1 		$160K Hold
800
– – 0.01% 261
2022
Q4 		$184K Buy
800
+500
+167% +$116K 0.02% 239
2022
Q3 		$82K Buy
+300
New +$67.8K 0.01% 261
2021
Q2 		– Sell
-80
Closed -$22K – 667
2021
Q1 		$22K Buy
+80
New +$23.1K ﹤0.01% 448

Other funds holding SDS

MF
Manchester Financial Westlake Village, California $521M AUM 18.99% 1-Year Est. Return
GCM
Gunderson Capital Management Mt. Pleasant, South Carolina $239M AUM 122.67% 1-Year Est. Return
Squarepoint
Squarepoint New York $46.5B AUM 20.93% 1-Year Est. Return
BFIC
Bedell Frazier Investment Counselling Walnut Creek, California $495M AUM 29.32% 1-Year Est. Return
RA
Raffles Associates New York $115M AUM 35.69% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ACM
Arlington Capital Management Arlington Heights, Illinois $177M AUM 44.15% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return