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Beacon Financial Advisory’s ProShares UltraPro Short MidCap400 SMDD Stock Holding History

Beacon Financial Advisory’s Portfolio SMDD Stock Details SMDD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-677
Closed -$139K – 201
2020
Q3 		$139K Buy
+677
New +$143K 0.12% 168

Other funds holding SMDD

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

Beacon Financial Advisory's SMDD Position: Q4 2020 in Review

Beacon Financial Advisory sold out of ProShares UltraPro Short MidCap400 (SMDD) in Q4 2020, closing a stake of 677 shares — an estimated $139K sold.

Beacon Financial Advisory first reported a position in SMDD in Q3 2020 and held it in 1 quarter. The position peaked at $139K in Q3 2020. 3 funds tracked by Wall St. Rank hold SMDD as of Q4 2020.

  • Beacon Financial Advisory reported no remaining ProShares UltraPro Short MidCap400 position as of Q4 2020 after selling out during the quarter.
  • Beacon Financial Advisory sold 677 ProShares UltraPro Short MidCap400 shares in Q4 2020, an estimated $139K.
  • Beacon Financial Advisory first reported a position in ProShares UltraPro Short MidCap400 in Q3 2020 and held it in 1 quarter.
  • Beacon Financial Advisory's ProShares UltraPro Short MidCap400 position peaked at $139K in Q3 2020.
  • 3 funds tracked by Wall St. Rank held ProShares UltraPro Short MidCap400 as of Q4 2020.

Based on Beacon Financial Advisory's 13F filing for Q4 2020, filed 25 Jan 2021.