Commonwealth Equity Services’s ProShares UltraPro Short S&P 500 SPXU Stock Holding History

Commonwealth Equity Services’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 Q4	–	Sell	-5,066	Closed	-$2.27M	–	3788
2022 Q3	$2.27M	Buy	+5,066	New	+$1.74M	0.01%	1341
2020 Q4	–	Sell	-262	Closed	-$228K	–	3258
2020 Q3	$228K	Hold	262	–	–	﹤0.01%	2600
2020 Q2	$309K	Buy	+262	New	+$399K	﹤0.01%	2261

Other funds holding SPXU

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

CCA

Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

WWM

WT Wealth Management Scottsdale, Arizona $357M AUM 15.82% 1-Year Est. Return

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

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

Commonwealth Equity Services sold out of ProShares UltraPro Short S&P 500 (SPXU) in Q4 2022, closing a stake of 5,066 shares — an estimated $2.27M sold.

Commonwealth Equity Services first reported a position in SPXU in Q2 2020 and held it in 3 quarters. The position peaked at $2.27M in Q3 2022. 67 funds tracked by Wall St. Rank hold SPXU as of Q4 2022.

Commonwealth Equity Services reported no remaining ProShares UltraPro Short S&P 500 position as of Q4 2022 after selling out during the quarter.
Commonwealth Equity Services sold 5,066 ProShares UltraPro Short S&P 500 shares in Q4 2022, an estimated $2.27M.
Commonwealth Equity Services first reported a position in ProShares UltraPro Short S&P 500 in Q2 2020 and held it in 3 quarters.
Commonwealth Equity Services's ProShares UltraPro Short S&P 500 position peaked at $2.27M in Q3 2022.
67 funds tracked by Wall St. Rank held ProShares UltraPro Short S&P 500 as of Q4 2022.

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