Creative Planning
SDS icon

Creative Planning’s ProShares UltraShort S&P500 SDS Stock Holding History

Creative Planning’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
2017
Q3 		– Sell
-31
Closed -$39K – 3387
2017
Q2 		$39K Hold
31
– – ﹤0.01% 2714
2017
Q1 		$42K Sell
31
-18
-37% -$25.1K ﹤0.01% 2609
2016
Q4 		$74K Sell
49
-173
-78% -$278K ﹤0.01% 2072
2016
Q3 		$364K Buy
222
+196
+754% +$326K ﹤0.01% 1068
2016
Q2 		$47K Buy
26
+9
+53% +$16.6K ﹤0.01% 2175
2016
Q1 		$32K Sell
17
-25
-60% -$53.7K ﹤0.01% 2415
2015
Q4 		$83K Buy
42
+26
+163% +$52.2K ﹤0.01% 1750
2015
Q3 		$37K Buy
+16
New +$34.4K ﹤0.01% 2276
2015
Q2 		– Sell
-1
Closed -$2K – 2671
2015
Q1 		$2K Sell
1
-578
-100% -$1.25M ﹤0.01% 3902
2014
Q4 		$1.28M Sell
579
-28
-5% -$65.8K 0.01% 376
2014
Q3 		$1.5M Buy
607
+601
+10,017% +$1.49M 0.02% 301
2014
Q2 		$15K Sell
6
-24
-80% -$65.5K ﹤0.01% 2668
2014
Q1 		$84K Buy
30
+22
+275% +$65.7K ﹤0.01% 1508
2013
Q4 		$24K Hold
8
– – ﹤0.01% 2078
2013
Q3 		$30K Buy
8
+2
+33% +$7.45K ﹤0.01% 1855
2013
Q2 		$23K Buy
+6
New +$24.8K ﹤0.01% 1849

Other funds holding SDS

PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
MG
Meditor Group Hamilton, Bermuda $48.1M AUM 38.67% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
SM
Southport Management Wilson, Wyoming $28.6M AUM 41.61% 1-Year Est. Return
PSW
Portfolio Strategies (Washington) Tacoma, Washington $50.1M AUM 11.94% 1-Year Est. Return
BG
Bollard Group Boston, Massachusetts $3.27B AUM 1.06% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
CTC
Chai Trust Company Chicago, Illinois $1.18B AUM 19.62% 1-Year Est. Return
IC
Inverness Counsel New York $1.8B AUM 9.9% 1-Year Est. Return
RA
Raffles Associates New York $115M AUM 35.69% 1-Year Est. Return