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
2026
Q2 		$296K Buy
+5,201
New +$318K ﹤0.01% 3574
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 – 2669
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

JF
Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
DS
DRW Securities Chicago, Illinois $4.11B AUM 21.98% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
RCM
Ridgepath Capital Management Knoxville, Tennessee $227M AUM 13.85% 1-Year Est. Return
AIG
Abbington Investment Group Westport, Connecticut $157M AUM 35.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
TSS
Two Sigma Securities New York $1.16B AUM 36.23% 1-Year Est. Return

Creative Planning's SDS Position: Q2 2026 in Review

Creative Planning opened a new position in ProShares UltraShort S&P500 (SDS) in Q2 2026: 5,201 shares worth $296K. The stake represents ﹤0.01% of the portfolio and ranks #3574 among its holdings. This is a return to the name: Creative Planning previously reported a position in SDS as recently as Q2 2017.

Creative Planning first reported a position in SDS in Q2 2013 and has held it in 17 quarters since. The position peaked at $1.5M in Q3 2014. 49 funds tracked by Wall St. Rank hold SDS as of Q2 2026.

  • Creative Planning held 5,201 shares of ProShares UltraShort S&P500 worth $296K as of Q2 2026.
  • ProShares UltraShort S&P500 was a new Creative Planning position in Q2 2026.
  • ProShares UltraShort S&P500 made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3574 holding.
  • Creative Planning first reported a position in ProShares UltraShort S&P500 in Q2 2013 and has held it in 17 quarters since.
  • Creative Planning's ProShares UltraShort S&P500 position peaked at $1.5M in Q3 2014.
  • 49 funds tracked by Wall St. Rank held ProShares UltraShort S&P500 as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.