JPLA
SDS icon

Joseph P. Lucia & Associates’s ProShares UltraShort S&P500 SDS Stock Holding History

Joseph P. Lucia & Associates’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
2020
Q1 		– Sell
-20
Closed -$12K – 493
2019
Q4 		$12K Buy
20
+10
+100% +$6.87K 0.01% 301
2019
Q3 		$7K Hold
10
– – 0.01% 345
2019
Q2 		$8K Buy
+10
New +$8.05K 0.01% 327

Other funds holding SDS

IAM
ICM Asset Management Spokane, Washington $18.1M AUM 30.29% 1-Year Est. Return
EWM
Elite Wealth Management Kirkland, Washington $337M AUM 26.14% 1-Year Est. Return
IAN
Integrated Advisors Network Dallas, Texas $2.18B AUM 30.3% 1-Year Est. Return
F
F3Logic Burnsville, Minnesota $476M AUM 16.57% 1-Year Est. Return
RC
Randolph Company Cincinnati, Ohio $1.19B AUM 38.92% 1-Year Est. Return
KC
Kingfisher Capital Charlotte, North Carolina $437M AUM 41.72% 1-Year Est. Return
VFPI
Vantage Financial Partners (Illinois) Arlington Heights, Illinois $402M AUM 12.97% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return

Joseph P. Lucia & Associates's SDS Position: Q1 2020 in Review

Joseph P. Lucia & Associates sold out of ProShares UltraShort S&P500 (SDS) in Q1 2020, closing a stake of 20 shares — an estimated $12K sold.

Joseph P. Lucia & Associates first reported a position in SDS in Q2 2019 and held it in 3 quarters. The position peaked at $12K in Q4 2019. 89 funds tracked by Wall St. Rank hold SDS as of Q1 2020.

  • Joseph P. Lucia & Associates reported no remaining ProShares UltraShort S&P500 position as of Q1 2020 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 20 ProShares UltraShort S&P500 shares in Q1 2020, an estimated $12K.
  • Joseph P. Lucia & Associates first reported a position in ProShares UltraShort S&P500 in Q2 2019 and held it in 3 quarters.
  • Joseph P. Lucia & Associates's ProShares UltraShort S&P500 position peaked at $12K in Q4 2019.
  • 89 funds tracked by Wall St. Rank held ProShares UltraShort S&P500 as of Q1 2020.

Based on Joseph P. Lucia & Associates's 13F filing for Q1 2020, filed 22 Apr 2020.