Independent Financial Group’s ProShares UltraShort S&P500 SDS Stock Holding History

Independent Financial Group’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 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

Other funds holding SDS

Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return

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

DRW Securities Chicago, Illinois $4.11B AUM 21.98% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

RCM

Ridgepath Capital Management Knoxville, Tennessee $227M AUM 13.85% 1-Year Est. Return

AIG

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

TSS

Two Sigma Securities New York $1.16B AUM 36.23% 1-Year Est. Return

Independent Financial Group's SDS Position: Q2 2026 in Review

Independent Financial Group reduced its ProShares UltraShort S&P500 (SDS) stake by 10% in Q2 2026, selling an estimated $95.4K and leaving 14,021 shares worth $797K. The position accounts for 0.01% of the portfolio, ranked #785.

Independent Financial Group first reported a position in SDS in Q1 2020 and has held it in 14 quarters since. The position peaked at $1.68M in Q1 2022. 49 funds tracked by Wall St. Rank hold SDS as of Q2 2026.

Independent Financial Group held 14,021 shares of ProShares UltraShort S&P500 worth $797K as of Q2 2026.
Independent Financial Group sold 1,562 ProShares UltraShort S&P500 shares in Q2 2026, an estimated $95.4K.
ProShares UltraShort S&P500 made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #785 holding.
Independent Financial Group first reported a position in ProShares UltraShort S&P500 in Q1 2020 and has held it in 14 quarters since.
Independent Financial Group's ProShares UltraShort S&P500 position peaked at $1.68M in Q1 2022.
49 funds tracked by Wall St. Rank held ProShares UltraShort S&P500 as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.