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

Larson 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
2024 Q4	–	Sell	-81	Closed	-$8.31K	–	2888
2024 Q3	$8.31K	Sell	81 -189	-70%	-$21.3K	﹤0.01%	1549
2024 Q2	$31.1K	Sell	270 -32	-11%	-$4.03K	﹤0.01%	929
2024 Q1	$37.6K	Sell	302 -25	-8%	-$3.45K	﹤0.01%	761
2023 Q4	$48.9K	Buy	327 +3	+0.9%	+$519	﹤0.01%	648
2023 Q3	$60.2K	Sell	324 -18	-5%	-$3.1K	0.01%	565
2023 Q2	$58.7K	Buy	342 +255	+293%	+$49K	0.01%	520
2023 Q1	$17.5K	Buy	+87	New	+$18.4K	﹤0.01%	776

Other funds holding SDS

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

IAN

Integrated Advisors Network Dallas, Texas $2.18B AUM 30.3% 1-Year Est. Return

TSS

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

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

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Raffles Associates New York $117M AUM 22.1% 1-Year Est. Return

LCWP

Legacy Capital Wealth Partners Little Rock, Arkansas $521M AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

DAS

Diversify Advisory Services Sandy, Utah $5.98B AUM 28.55% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Larson Financial Group's SDS Position: Q4 2024 in Review

Larson Financial Group sold out of ProShares UltraShort S&P500 (SDS) in Q4 2024, closing a stake of 81 shares — an estimated $8.31K sold.

Larson Financial Group first reported a position in SDS in Q1 2023 and held it in 7 quarters. The position peaked at $60.2K in Q3 2023. 64 funds tracked by Wall St. Rank hold SDS as of Q4 2024.

Larson Financial Group reported no remaining ProShares UltraShort S&P500 position as of Q4 2024 after selling out during the quarter.
Larson Financial Group sold 81 ProShares UltraShort S&P500 shares in Q4 2024, an estimated $8.31K.
Larson Financial Group first reported a position in ProShares UltraShort S&P500 in Q1 2023 and held it in 7 quarters.
Larson Financial Group's ProShares UltraShort S&P500 position peaked at $60.2K in Q3 2023.
64 funds tracked by Wall St. Rank held ProShares UltraShort S&P500 as of Q4 2024.

Based on Larson Financial Group's 13F filing for Q4 2024, filed 7 Feb 2025.