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Evoke Wealth’s ProShares UltraShort S&P500 SDS Stock Holding History

Evoke Wealth’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
2022
Q4 		– Sell
-755
Closed -$206K – 998
2022
Q3 		$206K Buy
+755
New +$171K 0.01% 318

Other funds holding SDS

CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return
IAN
Integrated Advisors Network Dallas, Texas $2.18B AUM 30.3% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Evoke Wealth's SDS Position: Q4 2022 in Review

Evoke Wealth sold out of ProShares UltraShort S&P500 (SDS) in Q4 2022, closing a stake of 755 shares — an estimated $206K sold.

Evoke Wealth first reported a position in SDS in Q3 2022 and held it in 1 quarter. The position peaked at $206K in Q3 2022. 85 funds tracked by Wall St. Rank hold SDS as of Q4 2022.

  • Evoke Wealth reported no remaining ProShares UltraShort S&P500 position as of Q4 2022 after selling out during the quarter.
  • Evoke Wealth sold 755 ProShares UltraShort S&P500 shares in Q4 2022, an estimated $206K.
  • Evoke Wealth first reported a position in ProShares UltraShort S&P500 in Q3 2022 and held it in 1 quarter.
  • Evoke Wealth's ProShares UltraShort S&P500 position peaked at $206K in Q3 2022.
  • 85 funds tracked by Wall St. Rank held ProShares UltraShort S&P500 as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.