Edgemoor Investment Advisors’s ProShares UltraShort S&P500 SDS Stock Holding History

Edgemoor Investment Advisors’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
2023 Q1	–	Sell	-2,600	Closed	-$598K	–	168
2022 Q4	$598K	Buy	+2,600	New	+$603K	0.07%	108
2017 Q4	–	Sell	-240	Closed	-$280K	–	153
2017 Q3	$280K	Buy	+240	New	+$293K	0.04%	122
2016 Q1	–	Sell	-220	Closed	-$438K	–	134
2015 Q4	$438K	Buy	220 +100	+83%	+$201K	0.07%	106
2015 Q3	$279K	Sell	120 -100	-45%	-$215K	0.04%	125
2015 Q2	$463K	Buy	220 +100	+83%	+$205K	0.07%	106
2015 Q1	$256K	Hold	120	–	–	0.04%	120
2014 Q4	$265K	Sell	120 -20	-14%	-$47K	0.04%	119
2014 Q3	$345K	Buy	+140	New	+$347K	0.05%	114

Other funds holding SDS

Integrated Advisors Network Dallas, Texas $1.91B AUM 24.91% 1-Year Est. Return

Capital Investment Advisory Services Raleigh, North Carolina $1.37B AUM 20.71% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Manchester Financial Westlake Village, California $521M AUM 18.99% 1-Year Est. Return

Bedell Frazier Investment Counselling Walnut Creek, California $495M AUM 29.32% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

Garnet Equity Capital Holdings New York $176M AUM 58.94% 1-Year Est. Return

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return