Commonwealth Equity Services’s ProShares UltraShort S&P500 SDS Stock Holding History

Commonwealth Equity Services’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
2022 Q4	–	Sell	-1,261	Closed	-$344K	–	3780
2022 Q3	$344K	Buy	+1,261	New	+$285K	﹤0.01%	2716
2020 Q2	–	Sell	-432	Closed	-$328K	–	3000
2020 Q1	$328K	Buy	+432	New	+$294K	﹤0.01%	2000
2017 Q3	–	Sell	-1,883	Closed	-$2.39M	–	2609
2017 Q2	$2.39M	Sell	1,883 -421	-18%	-$548K	0.02%	693
2017 Q1	$3.1M	Buy	+2,304	New	+$3.22M	0.02%	565
2016 Q1	–	Sell	-105	Closed	-$208K	–	2256
2015 Q4	$208K	Buy	105 +6	+6%	+$12.1K	﹤0.01%	1850
2015 Q3	$231K	Buy	+99	New	+$213K	﹤0.01%	1733
2015 Q1	–	Sell	-95	Closed	-$210K	–	2220
2014 Q4	$210K	Sell	95 -12	-11%	-$28.2K	﹤0.01%	1817
2014 Q3	$264K	Buy	+107	New	+$266K	﹤0.01%	1641

Other funds holding SDS

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

USCWA

U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

JWS

Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return

IAN

Integrated Advisors Network Dallas, Texas $2.18B AUM 30.3% 1-Year Est. Return

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services's SDS Position: Q4 2022 in Review

Commonwealth Equity Services sold out of ProShares UltraShort S&P500 (SDS) in Q4 2022, closing a stake of 1,261 shares — an estimated $344K sold.

Commonwealth Equity Services first reported a position in SDS in Q3 2014 and held it in 8 quarters. The position peaked at $3.1M in Q1 2017. 85 funds tracked by Wall St. Rank hold SDS as of Q4 2022.

Commonwealth Equity Services reported no remaining ProShares UltraShort S&P500 position as of Q4 2022 after selling out during the quarter.
Commonwealth Equity Services sold 1,261 ProShares UltraShort S&P500 shares in Q4 2022, an estimated $344K.
Commonwealth Equity Services first reported a position in ProShares UltraShort S&P500 in Q3 2014 and held it in 8 quarters.
Commonwealth Equity Services's ProShares UltraShort S&P500 position peaked at $3.1M in Q1 2017.
85 funds tracked by Wall St. Rank held ProShares UltraShort S&P500 as of Q4 2022.

Based on Commonwealth Equity Services's 13F filing for Q4 2022, filed 7 Feb 2023.