Beaumont Financial Advisors’s ProShares UltraShort S&P500 SDS Stock Holding History

Beaumont Financial Advisors’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
2025 Q4	–	Sell	-15,650	Closed	-$1.13M	–	404
2025 Q3	$1.13M	Sell	15,650 -2,685	-15%	-$210K	0.08%	154
2025 Q2	$1.53M	Buy	18,335 +1	+0%	+$99	0.11%	112
2025 Q1	$1.97M	Sell	18,334 -199	-1%	-$19.6K	0.15%	89
2024 Q4	$1.82M	Buy	+18,533	New	+$1.83M	0.14%	102
2022 Q2	–	Sell	-6,588	Closed	-$1.23M	–	357
2022 Q1	$1.23M	Buy	+6,588	New	+$1.3M	0.09%	139
2019 Q1	–	Sell	-438	Closed	-$470K	–	242
2018 Q4	$470K	Buy	+438	New	+$419K	0.08%	129
2017 Q3	–	Sell	-100	Closed	-$127K	–	186
2017 Q2	$127K	Buy	+100	New	+$130K	0.02%	173

Other funds holding SDS

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

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

AIG

Abbington Investment Group Westport, Connecticut $157M AUM 35.92% 1-Year Est. Return

GFG

Genesis Financial Group Paramus, New Jersey $154M AUM

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

AXS Investments Port Chester, New York $353M AUM 34.19% 1-Year Est. Return

Southport Management Wilson, Wyoming $28.6M AUM 41.61% 1-Year Est. Return

Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return

Beaumont Financial Advisors's SDS Position: Q4 2025 in Review

Beaumont Financial Advisors sold out of ProShares UltraShort S&P500 (SDS) in Q4 2025, closing a stake of 15,650 shares — an estimated $1.13M sold.

Beaumont Financial Advisors first reported a position in SDS in Q2 2017 and held it in 7 quarters. The position peaked at $1.97M in Q1 2025. 44 funds tracked by Wall St. Rank hold SDS as of Q4 2025.

Beaumont Financial Advisors reported no remaining ProShares UltraShort S&P500 position as of Q4 2025 after selling out during the quarter.
Beaumont Financial Advisors sold 15,650 ProShares UltraShort S&P500 shares in Q4 2025, an estimated $1.13M.
Beaumont Financial Advisors first reported a position in ProShares UltraShort S&P500 in Q2 2017 and held it in 7 quarters.
Beaumont Financial Advisors's ProShares UltraShort S&P500 position peaked at $1.97M in Q1 2025.
44 funds tracked by Wall St. Rank held ProShares UltraShort S&P500 as of Q4 2025.

Based on Beaumont Financial Advisors's 13F filing for Q4 2025, filed 16 Jan 2026.