Institutional & Family Asset Management’s ProShares UltraPro Short S&P 500 SPXU Stock Holding History

Institutional & Family Asset Management’s Portfolio SPXU Stock Details SPXU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-1,665	Closed	-$355K	–	754
2023 Q2	$355K	Buy	+1,665	New	+$422K	0.06%	122
2020 Q2	–	Sell	-40	Closed	-$96K	–	907
2020 Q1	$96K	Buy	+40	New	+$89.8K	0.02%	208
2019 Q3	–	Sell	-23	Closed	-$64K	–	883
2019 Q2	$64K	Buy	+23	New	+$68.8K	0.01%	285

Other funds holding SPXU

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

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

Lane Generational Dover, Massachusetts $126M AUM 53.89% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

GHA

GW Henssler & Associates Kennesaw, Georgia $2.12B AUM 20.77% 1-Year Est. Return

Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return

Institutional & Family Asset Management's SPXU Position: Q3 2023 in Review

Institutional & Family Asset Management sold out of ProShares UltraPro Short S&P 500 (SPXU) in Q3 2023, closing a stake of 1,665 shares — an estimated $355K sold.

Institutional & Family Asset Management first reported a position in SPXU in Q2 2019 and held it in 3 quarters. The position peaked at $355K in Q2 2023. 62 funds tracked by Wall St. Rank hold SPXU as of Q3 2023.

Institutional & Family Asset Management reported no remaining ProShares UltraPro Short S&P 500 position as of Q3 2023 after selling out during the quarter.
Institutional & Family Asset Management sold 1,665 ProShares UltraPro Short S&P 500 shares in Q3 2023, an estimated $355K.
Institutional & Family Asset Management first reported a position in ProShares UltraPro Short S&P 500 in Q2 2019 and held it in 3 quarters.
Institutional & Family Asset Management's ProShares UltraPro Short S&P 500 position peaked at $355K in Q2 2023.
62 funds tracked by Wall St. Rank held ProShares UltraPro Short S&P 500 as of Q3 2023.

Based on Institutional & Family Asset Management's 13F filing for Q3 2023, filed 13 Nov 2023.