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
2016
Q4 		– Sell
-100
Closed -$2K – 4807
2016
Q3 		$2K Buy
+100
New +$166K ﹤0.01% 4247
2015
Q2 		– Sell
-70
Closed -$5K – 2668
2015
Q1 		$5K Buy
+70
New +$152K ﹤0.01% 3556

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. 50 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.
  • 50 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.