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Charter Oak Capital Management’s ProShares UltraPro Short S&P 500 SPXU Stock Holding History

Charter Oak Capital Management’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
2022
Q3 		– Sell
-25
Closed -$10K – 776
2022
Q2 		$10K Buy
+25
New +$8.61K ﹤0.01% 600

Other funds holding SPXU

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
WWM
WT Wealth Management Scottsdale, Arizona $357M AUM 15.82% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
ACM
Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
JSMC
Jess S. Morgan & Co Los Angeles, California $115M AUM 16.65% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
HCM
HM Capital Management Clayton, Missouri $167M AUM 9.14% 1-Year Est. Return

Charter Oak Capital Management's SPXU Position: Q3 2022 in Review

Charter Oak Capital Management sold out of ProShares UltraPro Short S&P 500 (SPXU) in Q3 2022, closing a stake of 25 shares — an estimated $10K sold.

Charter Oak Capital Management first reported a position in SPXU in Q2 2022 and held it in 1 quarter. The position peaked at $10K in Q2 2022. 63 funds tracked by Wall St. Rank hold SPXU as of Q3 2022.

  • Charter Oak Capital Management reported no remaining ProShares UltraPro Short S&P 500 position as of Q3 2022 after selling out during the quarter.
  • Charter Oak Capital Management sold 25 ProShares UltraPro Short S&P 500 shares in Q3 2022, an estimated $10K.
  • Charter Oak Capital Management first reported a position in ProShares UltraPro Short S&P 500 in Q2 2022 and held it in 1 quarter.
  • Charter Oak Capital Management's ProShares UltraPro Short S&P 500 position peaked at $10K in Q2 2022.
  • 63 funds tracked by Wall St. Rank held ProShares UltraPro Short S&P 500 as of Q3 2022.

Based on Charter Oak Capital Management's 13F filing for Q3 2022, filed 6 Dec 2022.