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Beacon Financial Advisory’s ProShares UltraPro Short S&P 500 SPXU Stock Holding History

Beacon Financial Advisory’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
-224
Closed -$132K – 237
2020
Q4 		$132K Sell
224
-200
-47% -$144K 0.09% 196
2020
Q3 		$369K Buy
+424
New +$399K 0.32% 108

Other funds holding SPXU

PCM
Pinz Capital Management New York $55.2M AUM 15.31% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
SI
SCP Investment Orinda, California $108M AUM 19.38% 1-Year Est. Return
Citadel Advisors
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
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return
DS
DRW Securities Chicago, Illinois $4.11B AUM 21.98% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Beacon Financial Advisory's SPXU Position: Q1 2021 in Review

Beacon Financial Advisory sold out of ProShares UltraPro Short S&P 500 (SPXU) in Q1 2021, closing a stake of 224 shares — an estimated $132K sold.

Beacon Financial Advisory first reported a position in SPXU in Q3 2020 and held it in 2 quarters. The position peaked at $369K in Q3 2020. 50 funds tracked by Wall St. Rank hold SPXU as of Q1 2021.

  • Beacon Financial Advisory reported no remaining ProShares UltraPro Short S&P 500 position as of Q1 2021 after selling out during the quarter.
  • Beacon Financial Advisory sold 224 ProShares UltraPro Short S&P 500 shares in Q1 2021, an estimated $132K.
  • Beacon Financial Advisory first reported a position in ProShares UltraPro Short S&P 500 in Q3 2020 and held it in 2 quarters.
  • Beacon Financial Advisory's ProShares UltraPro Short S&P 500 position peaked at $369K in Q3 2020.
  • 50 funds tracked by Wall St. Rank held ProShares UltraPro Short S&P 500 as of Q1 2021.

Based on Beacon Financial Advisory's 13F filing for Q1 2021, filed 20 Apr 2021.