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Cornerstone Planning Group’s ProShares UltraPro Short S&P 500 SPXU Stock Holding History

Cornerstone Planning Group’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
2024
Q2 		– Sell
-5
Closed -$3.49K – 1335
2024
Q1 		$3.49K Sell
5
-20
-80% -$3.05K ﹤0.01% 575
2023
Q4 		$4.3K Hold
25
– – ﹤0.01% 545
2023
Q3 		$5.97K Hold
25
– – ﹤0.01% 506
2023
Q2 		$5.33K Buy
+25
New +$6.34K ﹤0.01% 874
2022
Q4 		$8.03K Buy
+25
New +$8.67K ﹤0.01% 708

Other funds holding SPXU

Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
LG
Lane Generational Dover, Massachusetts $114M AUM 43.8% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return
PSCM
Per Stirling Capital Management Austin, Texas $1.05B AUM 22.61% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

Cornerstone Planning Group's SPXU Position: Q2 2024 in Review

Cornerstone Planning Group sold out of ProShares UltraPro Short S&P 500 (SPXU) in Q2 2024, closing a stake of 5 shares — an estimated $3.49K sold.

Cornerstone Planning Group first reported a position in SPXU in Q4 2022 and held it in 5 quarters. The position peaked at $8.03K in Q4 2022. 34 funds tracked by Wall St. Rank hold SPXU as of Q2 2024.

  • Cornerstone Planning Group reported no remaining ProShares UltraPro Short S&P 500 position as of Q2 2024 after selling out during the quarter.
  • Cornerstone Planning Group sold 5 ProShares UltraPro Short S&P 500 shares in Q2 2024, an estimated $3.49K.
  • Cornerstone Planning Group first reported a position in ProShares UltraPro Short S&P 500 in Q4 2022 and held it in 5 quarters.
  • Cornerstone Planning Group's ProShares UltraPro Short S&P 500 position peaked at $8.03K in Q4 2022.
  • 34 funds tracked by Wall St. Rank held ProShares UltraPro Short S&P 500 as of Q2 2024.

Based on Cornerstone Planning Group's 13F filing for Q2 2024, filed 13 Aug 2024.