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

Creative Planning’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
2020
Q3 		– Sell
-15
Closed -$1K – 2258
2020
Q2 		$1K Buy
+15
New +$22.9K ﹤0.01% 2000

Other funds holding SPXU

GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LG
Lane Generational Dover, Massachusetts $126M AUM 53.89% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.12B AUM 20.77% 1-Year Est. Return
CF
Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return

Creative Planning's SPXU Position: Q3 2023 in Review

Creative Planning sold out of ProShares UltraPro Short S&P 500 (SPXU) in Q3 2023, closing a stake of 995 shares — an estimated $212K sold.

Creative Planning first reported a position in SPXU in Q3 2013 and held it in 22 quarters. The position peaked at $339K in Q2 2020. 62 funds tracked by Wall St. Rank hold SPXU as of Q3 2023.

  • Creative Planning reported no remaining ProShares UltraPro Short S&P 500 position as of Q3 2023 after selling out during the quarter.
  • Creative Planning sold 995 ProShares UltraPro Short S&P 500 shares in Q3 2023, an estimated $212K.
  • Creative Planning first reported a position in ProShares UltraPro Short S&P 500 in Q3 2013 and held it in 22 quarters.
  • Creative Planning's ProShares UltraPro Short S&P 500 position peaked at $339K in Q2 2020.
  • 62 funds tracked by Wall St. Rank held ProShares UltraPro Short S&P 500 as of Q3 2023.

Based on Creative Planning's 13F filing for Q3 2023, filed 16 Nov 2023.