Financial Gravity Asset Management’s ProShares UltraShort S&P500 SDS Stock Holding History

Financial Gravity Asset Management’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
2024 Q1	–	Sell	-2	Closed	-$314	–	1303
2023 Q4	$314	Buy	+2	New	+$346	﹤0.01%	977
2021 Q3	$9K	Hold	2	–	–	﹤0.01%	902
2021 Q2	$9K	Buy	+2	New	+$481	﹤0.01%	923
2019 Q4	$25K	Buy	147 +146	+14,600%	+$100K	0.02%	942
2019 Q3	$1K	Sell	1 -3	-75%	-$2.27K	﹤0.01%	1101
2019 Q2	$3K	Buy	+4	New	+$3.22K	﹤0.01%	833

Other funds holding SDS

Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

GCM

Gunderson Capital Management Mt. Pleasant, South Carolina $370M AUM 211.56% 1-Year Est. Return

Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return

BFIC

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

Raffles Associates New York $117M AUM 22.1% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

ACM

Arlington Capital Management Arlington Heights, Illinois $161M AUM 38.38% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Financial Gravity Asset Management's SDS Position: Q1 2024 in Review

Financial Gravity Asset Management sold out of ProShares UltraShort S&P500 (SDS) in Q1 2024, closing a stake of 2 shares — an estimated $314 sold.

Financial Gravity Asset Management first reported a position in SDS in Q2 2019 and held it in 6 quarters. The position peaked at $25K in Q4 2019. 59 funds tracked by Wall St. Rank hold SDS as of Q1 2024.

Financial Gravity Asset Management reported no remaining ProShares UltraShort S&P500 position as of Q1 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 2 ProShares UltraShort S&P500 shares in Q1 2024, an estimated $314.
Financial Gravity Asset Management first reported a position in ProShares UltraShort S&P500 in Q2 2019 and held it in 6 quarters.
Financial Gravity Asset Management's ProShares UltraShort S&P500 position peaked at $25K in Q4 2019.
59 funds tracked by Wall St. Rank held ProShares UltraShort S&P500 as of Q1 2024.

Based on Financial Gravity Asset Management's 13F filing for Q1 2024, filed 13 May 2024.