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Jeppson Wealth Management’s ProShares UltraPro Short S&P 500 SPXU Stock Holding History

Jeppson Wealth 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
2021
Q1 		– Sell
-314
Closed -$186K – 144
2020
Q4 		$186K Buy
314
+269
+598% +$193K 0.12% 132
2020
Q3 		$39K Buy
+45
New +$42.3K 0.03% 245

Other funds holding SPXU

PCM
Pinz Capital Management New York $55.2M AUM 15.31% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
SI
SCP Investment Orinda, California $108M AUM 19.38% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return
DS
DRW Securities Chicago, Illinois $4.11B AUM 21.98% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jeppson Wealth Management's SPXU Position: Q1 2021 in Review

Jeppson Wealth Management sold out of ProShares UltraPro Short S&P 500 (SPXU) in Q1 2021, closing a stake of 314 shares — an estimated $186K sold.

Jeppson Wealth Management first reported a position in SPXU in Q3 2020 and held it in 2 quarters. The position peaked at $186K in Q4 2020. 50 funds tracked by Wall St. Rank hold SPXU as of Q1 2021.

  • Jeppson Wealth Management reported no remaining ProShares UltraPro Short S&P 500 position as of Q1 2021 after selling out during the quarter.
  • Jeppson Wealth Management sold 314 ProShares UltraPro Short S&P 500 shares in Q1 2021, an estimated $186K.
  • Jeppson Wealth Management first reported a position in ProShares UltraPro Short S&P 500 in Q3 2020 and held it in 2 quarters.
  • Jeppson Wealth Management's ProShares UltraPro Short S&P 500 position peaked at $186K in Q4 2020.
  • 50 funds tracked by Wall St. Rank held ProShares UltraPro Short S&P 500 as of Q1 2021.

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