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

SCM

Sollinda Capital Management Miami, Florida $468M AUM 15.7% 1-Year Est. Return

RCM

Ridgepath Capital Management Knoxville, Tennessee $227M AUM 13.85% 1-Year Est. Return

CCP

Clough Capital Partners Boston, Massachusetts $1.23B AUM 51.32% 1-Year Est. Return

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

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

TJHA

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

CAG

Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

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

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

Cherry Tree Wealth Management's SDS Position: Q3 2025 in Review

Cherry Tree Wealth Management sold out of ProShares UltraShort S&P500 (SDS) in Q3 2025, closing a stake of 10 shares — an estimated $833 sold.

Cherry Tree Wealth Management first reported a position in SDS in Q2 2023 and held it in 9 quarters. The position peaked at $1.86K in Q3 2023. 56 funds tracked by Wall St. Rank hold SDS as of Q3 2025.

Cherry Tree Wealth Management reported no remaining ProShares UltraShort S&P500 position as of Q3 2025 after selling out during the quarter.
Cherry Tree Wealth Management sold 10 ProShares UltraShort S&P500 shares in Q3 2025, an estimated $833.
Cherry Tree Wealth Management first reported a position in ProShares UltraShort S&P500 in Q2 2023 and held it in 9 quarters.
Cherry Tree Wealth Management's ProShares UltraShort S&P500 position peaked at $1.86K in Q3 2023.
56 funds tracked by Wall St. Rank held ProShares UltraShort S&P500 as of Q3 2025.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2025, filed 24 Nov 2025.