Generation Capital Management’s ProShares UltraShort S&P500 SDS Stock Holding History

Generation Capital 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
2026 Q1	$1.43M	Buy	+18,940	New	+$1.32M	1.04%	30

Other funds holding SDS

RAM

Revere Asset Management Dallas, Texas $195M AUM 80.44% 1-Year Est. Return

BFIC

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

IAN

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

TJHA

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

CFIM

Client First Investment Management West Bend, Wisconsin $237M AUM 90.26% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

TSW

Three Seasons Wealth Salt Lake City, Utah $262M AUM 45.03% 1-Year Est. Return

AIG

Abbington Investment Group Westport, Connecticut $157M AUM 35.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Generation Capital Management's SDS Position: Q1 2026 in Review

Generation Capital Management opened a new position in ProShares UltraShort S&P500 (SDS) in Q1 2026: 18,940 shares worth $1.43M. The stake represents 1.04% of the portfolio and ranks #30 among its holdings.

55 funds tracked by Wall St. Rank hold SDS as of Q1 2026.

Generation Capital Management held 18,940 shares of ProShares UltraShort S&P500 worth $1.43M as of Q1 2026.
ProShares UltraShort S&P500 was a new Generation Capital Management position in Q1 2026.
ProShares UltraShort S&P500 made up 1.04% of Generation Capital Management's portfolio in Q1 2026, its #30 holding.
55 funds tracked by Wall St. Rank held ProShares UltraShort S&P500 as of Q1 2026.

Based on Generation Capital Management's 13F filing for Q1 2026, filed 8 May 2026.