Gradient Investments’s ProShares UltraShort S&P500 SDS Stock Holding History

Gradient Investments’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 Q2	–	Sell	-20	Closed	-$4K	–	1361
2022 Q1	$4K	Hold	20	–	–	﹤0.01%	938
2021 Q4	$4K	Hold	20	–	–	﹤0.01%	973
2021 Q3	$4K	Hold	20	–	–	﹤0.01%	920
2021 Q2	$5K	Hold	20	–	–	﹤0.01%	887
2021 Q1	$5K	Buy	+20	New	+$5.77K	﹤0.01%	895
2020 Q3	–	Sell	-4	Closed	-$2K	–	1210
2020 Q2	$2K	Buy	+4	New	+$2.27K	﹤0.01%	911
2020 Q1	–	Sell	-4	Closed	-$2K	–	1220
2019 Q4	$2K	Hold	4	–	–	﹤0.01%	958
2019 Q3	$3K	Buy	+4	New	+$3.02K	﹤0.01%	887
2015 Q2	–	Sell	-2	Closed	-$5K	–	713
2015 Q1	$5K	Buy	+2	New	+$4.33K	﹤0.01%	484

Other funds holding SDS

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

IAN

Integrated Advisors Network Dallas, Texas $2.18B AUM 30.3% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

TRCT

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

JWS

Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return

GCM

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

BFIC

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

WAS

WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

GECH

Garnet Equity Capital Holdings New York $530M AUM 69.48% 1-Year Est. Return

Gradient Investments's SDS Position: Q2 2022 in Review

Gradient Investments sold out of ProShares UltraShort S&P500 (SDS) in Q2 2022, closing a stake of 20 shares — an estimated $4K sold.

Gradient Investments first reported a position in SDS in Q1 2015 and held it in 9 quarters. The position peaked at $5K in Q2 2021. 81 funds tracked by Wall St. Rank hold SDS as of Q2 2022.

Gradient Investments reported no remaining ProShares UltraShort S&P500 position as of Q2 2022 after selling out during the quarter.
Gradient Investments sold 20 ProShares UltraShort S&P500 shares in Q2 2022, an estimated $4K.
Gradient Investments first reported a position in ProShares UltraShort S&P500 in Q1 2015 and held it in 9 quarters.
Gradient Investments's ProShares UltraShort S&P500 position peaked at $5K in Q2 2021.
81 funds tracked by Wall St. Rank held ProShares UltraShort S&P500 as of Q2 2022.

Based on Gradient Investments's 13F filing for Q2 2022, filed 11 Jul 2022.