Independent Financial Group’s ProShares UltraShort S&P500 SDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $759K | Sell |
13,921
-100
| -0.7% | -$5.53K | 0.01% | 793 |
|
|
2026
Q2 | $797K | Sell |
14,021
-1,562
| -10% | -$95.4K | 0.01% | 785 |
|
|
2026
Q1 | $1.17M | Buy |
15,583
+10,562
| +210% | +$734K | 0.03% | 573 |
|
|
2025
Q4 | $344K | Sell |
5,021
-1
| -0% | -$71 | 0.01% | 1084 |
|
|
2025
Q3 | $363K | Hold |
5,022
| – | – | 0.01% | 993 |
|
|
2025
Q2 | $418K | Sell |
5,022
-366
| -7% | -$36.4K | 0.01% | 853 |
|
|
2025
Q1 | $578K | Buy |
5,388
+336
| +7% | +$33.1K | 0.02% | 661 |
|
|
2024
Q4 | $497K | Hold |
5,052
| – | – | 0.02% | 690 |
|
|
2024
Q3 | $521K | Hold |
5,052
| – | – | 0.02% | 638 |
|
|
2024
Q2 | $582K | Buy |
+5,052
| New | +$636K | 0.02% | 557 |
|
|
2023
Q1 | – | Sell |
-5,506
| Closed | -$1.27M | – | 881 |
|
|
2022
Q4 | $1.27M | Buy |
5,506
+3,958
| +256% | +$918K | 0.11% | 194 |
|
|
2022
Q3 | $422K | Buy |
+1,548
| New | +$350K | 0.04% | 434 |
|
|
2022
Q2 | – | Sell |
-8,994
| Closed | -$1.68M | – | 802 |
|
|
2022
Q1 | $1.68M | Buy |
+8,994
| New | +$1.78M | 0.14% | 151 |
|
|
2021
Q1 | – | Sell |
-954
| Closed | -$295K | – | 670 |
|
|
2020
Q4 | $295K | Buy |
+954
| New | +$335K | 0.04% | 426 |
|
|
2020
Q2 | – | Sell |
-1,346
| Closed | -$1.02M | – | 505 |
|
|
2020
Q1 | $1.02M | Buy |
+1,346
| New | +$915K | 0.3% | 80 |
|
Independent Financial Group's SDS Position: Q3 2026 in Review
Independent Financial Group reduced its ProShares UltraShort S&P500 (SDS) stake by 0.71% in Q3 2026, selling an estimated $5.53K and leaving 13,921 shares worth $759K. The position accounts for 0.01% of the portfolio, ranked #793.
Independent Financial Group first reported a position in SDS in Q1 2020 and has held it in 15 quarters since. The position peaked at $1.68M in Q1 2022. 1 fund tracked by Wall St. Rank holds SDS as of Q3 2026.
- Independent Financial Group held 13,921 shares of ProShares UltraShort S&P500 worth $759K as of Q3 2026.
- Independent Financial Group sold 100 ProShares UltraShort S&P500 shares in Q3 2026, an estimated $5.53K.
- ProShares UltraShort S&P500 made up 0.01% of Independent Financial Group's portfolio in Q3 2026, its #793 holding.
- Independent Financial Group first reported a position in ProShares UltraShort S&P500 in Q1 2020 and has held it in 15 quarters since.
- Independent Financial Group's ProShares UltraShort S&P500 position peaked at $1.68M in Q1 2022.
- 1 fund tracked by Wall St. Rank held ProShares UltraShort S&P500 as of Q3 2026.
Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.