Cerity Partners’s ProShares UltraPro Short S&P 500 SPXU Stock Holding History

Cerity Partners’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
2026 Q1	$301K	Buy	+5,300	New	+$268K	﹤0.01%	2608
2025 Q4	–	Sell	-2,825	Closed	-$153K	–	3007
2025 Q3	$153K	Hold	2,825	–	–	﹤0.01%	2561
2025 Q2	$190K	Hold	2,825	–	–	﹤0.01%	2370
2025 Q1	$288K	Hold	2,825	–	–	﹤0.01%	2039
2024 Q4	$255K	Sell	2,825 -249	-8%	-$22.6K	﹤0.01%	2115
2024 Q3	$298K	Buy	+3,074	New	+$340K	﹤0.01%	2069
2022 Q3	–	Sell	-1,850	Closed	-$749K	–	1256
2022 Q2	$749K	Buy	1,850 +775	+72%	+$267K	0.01%	620
2022 Q1	$287K	Sell	1,075 -525	-33%	-$154K	﹤0.01%	736
2021 Q4	$398K	Hold	1,600	–	–	0.01%	673
2021 Q3	$561K	Buy	1,600 +750	+88%	+$247K	0.01%	438
2021 Q2	$310K	Buy	+850	New	+$340K	0.01%	569
2020 Q4	–	Sell	-177	Closed	-$154K	–	657
2020 Q3	$154K	Buy	+177	New	+$166K	0.01%	476

Other funds holding SPXU

T2I

Turim 21 Investimentos Rio De Janeiro, Brazil $399M AUM 20.13% 1-Year Est. Return

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

RAM

Revere Asset Management Dallas, Texas $195M AUM 80.44% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return

MWM

Moulton Wealth Management Spokane, Washington $152M AUM 21.14% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

Cerity Partners's SPXU Position: Q1 2026 in Review

Cerity Partners opened a new position in ProShares UltraPro Short S&P 500 (SPXU) in Q1 2026: 5,300 shares worth $301K. The stake represents ﹤0.01% of the portfolio and ranks #2608 among its holdings. This is a return to the name: Cerity Partners previously reported a position in SPXU as recently as Q3 2025.

Cerity Partners first reported a position in SPXU in Q3 2020 and has held it in 12 quarters since. The position peaked at $749K in Q2 2022. 44 funds tracked by Wall St. Rank hold SPXU as of Q1 2026.

Cerity Partners held 5,300 shares of ProShares UltraPro Short S&P 500 worth $301K as of Q1 2026.
ProShares UltraPro Short S&P 500 was a new Cerity Partners position in Q1 2026.
ProShares UltraPro Short S&P 500 made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #2608 holding.
Cerity Partners first reported a position in ProShares UltraPro Short S&P 500 in Q3 2020 and has held it in 12 quarters since.
Cerity Partners's ProShares UltraPro Short S&P 500 position peaked at $749K in Q2 2022.
44 funds tracked by Wall St. Rank held ProShares UltraPro Short S&P 500 as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.