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

Cerity 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
2025 Q2	–	Sell	-3,237	Closed	-$347K	–	2744
2025 Q1	$347K	Buy	+3,237	New	+$319K	﹤0.01%	1948
2022 Q1	–	Sell	-500	Closed	-$88K	–	1087
2021 Q4	$88K	Hold	500	–	–	﹤0.01%	988
2021 Q3	$111K	Hold	500	–	–	﹤0.01%	666
2021 Q2	$113K	Hold	500	–	–	﹤0.01%	692
2021 Q1	$134K	Hold	500	–	–	﹤0.01%	676
2020 Q4	$155K	Hold	500	–	–	0.01%	617
2020 Q3	$199K	Buy	+500	New	+$209K	0.01%	467

Other funds holding SDS

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return

Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return

BFIC

Bedell Frazier Investment Counselling Walnut Creek, California $495M AUM 29.32% 1-Year Est. Return

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

Raffles Associates New York $117M AUM 22.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Cerity Partners's SDS Position: Q2 2025 in Review

Cerity Partners sold out of ProShares UltraShort S&P500 (SDS) in Q2 2025, closing a stake of 3,237 shares — an estimated $347K sold.

Cerity Partners first reported a position in SDS in Q3 2020 and held it in 7 quarters. The position peaked at $347K in Q1 2025. 47 funds tracked by Wall St. Rank hold SDS as of Q2 2025.

Cerity Partners reported no remaining ProShares UltraShort S&P500 position as of Q2 2025 after selling out during the quarter.
Cerity Partners sold 3,237 ProShares UltraShort S&P500 shares in Q2 2025, an estimated $347K.
Cerity Partners first reported a position in ProShares UltraShort S&P500 in Q3 2020 and held it in 7 quarters.
Cerity Partners's ProShares UltraShort S&P500 position peaked at $347K in Q1 2025.
47 funds tracked by Wall St. Rank held ProShares UltraShort S&P500 as of Q2 2025.

Based on Cerity Partners's 13F filing for Q2 2025, filed 13 Aug 2025.