Diversified Portfolios Inc’s ProShares UltraPro Short S&P 500 SPXU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
– Sell
-750
Closed -$202K – 133
2023
Q1
$202K Buy
+750
New +$223K 0.05% 129
2022
Q2
– Sell
-900
Closed -$240K – 145
2022
Q1
$240K Buy
+900
New +$264K 0.06% 124

Other funds holding SPXU

Diversified Portfolios Inc's SPXU Position: Q2 2023 in Review

Diversified Portfolios Inc sold out of ProShares UltraPro Short S&P 500 (SPXU) in Q2 2023, closing a stake of 750 shares — an estimated $202K sold.

Diversified Portfolios Inc first reported a position in SPXU in Q1 2022 and held it in 2 quarters. The position peaked at $240K in Q1 2022. 69 funds tracked by Wall St. Rank hold SPXU as of Q2 2023.

  • Diversified Portfolios Inc reported no remaining ProShares UltraPro Short S&P 500 position as of Q2 2023 after selling out during the quarter.
  • Diversified Portfolios Inc sold 750 ProShares UltraPro Short S&P 500 shares in Q2 2023, an estimated $202K.
  • Diversified Portfolios Inc first reported a position in ProShares UltraPro Short S&P 500 in Q1 2022 and held it in 2 quarters.
  • Diversified Portfolios Inc's ProShares UltraPro Short S&P 500 position peaked at $240K in Q1 2022.
  • 69 funds tracked by Wall St. Rank held ProShares UltraPro Short S&P 500 as of Q2 2023.

Based on Diversified Portfolios Inc's 13F filing for Q2 2023, filed 9 Aug 2023.