Beacon Financial Group’s ProShares UltraShort S&P500 SDS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$495K Buy
8,700
+5,500
+172% +$336K 0.05% 246
2026
Q1
$241K Buy
+3,200
New +$222K 0.02% 320
2025
Q2
Sell
-3,650
Closed -$392K 349
2025
Q1
$392K Buy
3,650
+1,650
+83% +$163K 0.04% 243
2024
Q4
$197K Buy
+2,000
New +$198K 0.02% 320

Other funds holding SDS

Beacon Financial Group's SDS Position: Q2 2026 in Review

Beacon Financial Group increased its ProShares UltraShort S&P500 (SDS) stake by 172% in Q2 2026, buying an estimated $336K and bringing the position to 8,700 shares worth $495K. The position accounts for 0.05% of the portfolio, ranked #246.

Beacon Financial Group first reported a position in SDS in Q4 2024 and has held it in 4 quarters since. 49 funds tracked by Wall St. Rank hold SDS as of Q2 2026.

  • Beacon Financial Group held 8,700 shares of ProShares UltraShort S&P500 worth $495K as of Q2 2026.
  • Beacon Financial Group bought 5,500 ProShares UltraShort S&P500 shares in Q2 2026, an estimated $336K.
  • ProShares UltraShort S&P500 made up 0.05% of Beacon Financial Group's portfolio in Q2 2026, its #246 holding.
  • Beacon Financial Group first reported a position in ProShares UltraShort S&P500 in Q4 2024 and has held it in 4 quarters since.
  • 49 funds tracked by Wall St. Rank held ProShares UltraShort S&P500 as of Q2 2026.

Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.