JWM
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Jeppson Wealth Management’s ProShares UltraShort S&P500 SDS Stock Holding History

Jeppson Wealth 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
2021
Q1 		– Sell
-480
Closed -$149K – 143
2020
Q4 		$149K Buy
+480
New +$169K 0.1% 134

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SM
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Jeppson Wealth Management's SDS Position: Q1 2021 in Review

Jeppson Wealth Management sold out of ProShares UltraShort S&P500 (SDS) in Q1 2021, closing a stake of 480 shares — an estimated $149K sold.

Jeppson Wealth Management first reported a position in SDS in Q4 2020 and held it in 1 quarter. The position peaked at $149K in Q4 2020. 80 funds tracked by Wall St. Rank hold SDS as of Q1 2021.

  • Jeppson Wealth Management reported no remaining ProShares UltraShort S&P500 position as of Q1 2021 after selling out during the quarter.
  • Jeppson Wealth Management sold 480 ProShares UltraShort S&P500 shares in Q1 2021, an estimated $149K.
  • Jeppson Wealth Management first reported a position in ProShares UltraShort S&P500 in Q4 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's ProShares UltraShort S&P500 position peaked at $149K in Q4 2020.
  • 80 funds tracked by Wall St. Rank held ProShares UltraShort S&P500 as of Q1 2021.

Based on Jeppson Wealth Management's 13F filing for Q1 2021, filed 19 May 2021.