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Coppell Advisory Solutions’s ProShares UltraShort S&P500 SDS Stock Holding History

Coppell Advisory Solutions’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
Q1 		– Sell
-133
Closed -$13K – 1566
2024
Q4 		$13K Sell
133
-6
-4% -$593 ﹤0.01% 1018
2024
Q3 		$14.4K Hold
139
– – ﹤0.01% 977
2024
Q2 		$16K Buy
+139
New +$17.5K ﹤0.01% 868
2023
Q4 		$114K Buy
+761
New +$132K 0.02% 349

Other funds holding SDS

IAN
Integrated Advisors Network Dallas, Texas $2.18B AUM 30.3% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $749M AUM 40.13% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return
AHIA
Andrew Hill Investment Advisors Naples, Florida $135M AUM 50.1% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Coppell Advisory Solutions's SDS Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of ProShares UltraShort S&P500 (SDS) in Q1 2025, closing a stake of 133 shares — an estimated $13K sold.

Coppell Advisory Solutions first reported a position in SDS in Q4 2023 and held it in 4 quarters. The position peaked at $114K in Q4 2023. 61 funds tracked by Wall St. Rank hold SDS as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining ProShares UltraShort S&P500 position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 133 ProShares UltraShort S&P500 shares in Q1 2025, an estimated $13K.
  • Coppell Advisory Solutions first reported a position in ProShares UltraShort S&P500 in Q4 2023 and held it in 4 quarters.
  • Coppell Advisory Solutions's ProShares UltraShort S&P500 position peaked at $114K in Q4 2023.
  • 61 funds tracked by Wall St. Rank held ProShares UltraShort S&P500 as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.