EverSource Wealth Advisors’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
2026
Q2
$556K Buy
+14,999
New +$621K 0.02% 531
2025
Q4
Sell
-1,589
Closed -$85.8K 4435
2025
Q3
$85.8K Buy
1,589
+39
+3% +$2.38K ﹤0.01% 1368
2025
Q2
$104K Buy
1,550
+244
+19% +$21.6K ﹤0.01% 1182
2025
Q1
$133K Buy
+1,306
New +$118K 0.01% 808
2023
Q4
Sell
-1
Closed -$270 2737
2023
Q3
$270 Hold
1
﹤0.01% 2435
2023
Q2
$237 Hold
1
﹤0.01% 2413
2023
Q1
$297 Buy
+1
New +$297 ﹤0.01% 2291

Other funds holding SPXU

EverSource Wealth Advisors's SPXU Position: Q2 2026 in Review

EverSource Wealth Advisors opened a new position in ProShares UltraPro Short S&P 500 (SPXU) in Q2 2026: 14,999 shares worth $556K. The stake represents 0.02% of the portfolio and ranks #531 among its holdings. This is a return to the name: EverSource Wealth Advisors previously reported a position in SPXU as recently as Q3 2025.

EverSource Wealth Advisors first reported a position in SPXU in Q1 2023 and has held it in 7 quarters since. 43 funds tracked by Wall St. Rank hold SPXU as of Q2 2026.

  • EverSource Wealth Advisors held 14,999 shares of ProShares UltraPro Short S&P 500 worth $556K as of Q2 2026.
  • ProShares UltraPro Short S&P 500 was a new EverSource Wealth Advisors position in Q2 2026.
  • ProShares UltraPro Short S&P 500 made up 0.02% of EverSource Wealth Advisors's portfolio in Q2 2026, its #531 holding.
  • EverSource Wealth Advisors first reported a position in ProShares UltraPro Short S&P 500 in Q1 2023 and has held it in 7 quarters since.
  • 43 funds tracked by Wall St. Rank held ProShares UltraPro Short S&P 500 as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.