Cherry Tree Wealth Management’s ProShares UltraShort S&P500 SDS Stock Holding History

Cherry Tree Wealth Management’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 Q3	–	Sell	-10	Closed	-$833	–	602
2025 Q2	$833	Hold	10	–	–	﹤0.01%	561
2025 Q1	$1.07K	Hold	10	–	–	﹤0.01%	675
2024 Q4	$984	Hold	10	–	–	﹤0.01%	575
2024 Q3	$1.03K	Hold	10	–	–	﹤0.01%	564
2024 Q2	$1.15K	Hold	10	–	–	﹤0.01%	540
2024 Q1	$1.24K	Hold	10	–	–	﹤0.01%	534
2023 Q4	$1.5K	Hold	10	–	–	﹤0.01%	524
2023 Q3	$1.86K	Hold	10	–	–	﹤0.01%	485
2023 Q2	$1.72K	Buy	+10	New	+$1.92K	﹤0.01%	506

Other funds holding SDS

Sollinda Capital Management Miami, Florida $411M AUM 15.79% 1-Year Est. Return

Ridgepath Capital Management Knoxville, Tennessee $201M AUM 10.5% 1-Year Est. Return

Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return

Jump Financial Chicago, Illinois $6.76B AUM 33.9% 1-Year Est. Return

Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

AXS Investments Port Chester, New York $248M AUM 15.95% 1-Year Est. Return

IMC Chicago Chicago, Illinois $6.6B AUM 44.93% 1-Year Est. Return