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Laurel Wealth Advisors (California)’s ProShares UltraPro Short S&P 500 SPXU Stock Holding History

Laurel Wealth Advisors (California)’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
2022
Q4 		$266K Hold
789
– – 0.03% 541
2022
Q3 		$354K Hold
789
– – 0.04% 431
2022
Q2 		$319K Buy
+789
New +$272K 0.03% 474
2020
Q2 		– Sell
-190
Closed -$311K – 393
2020
Q1 		$311K Buy
+190
New +$427K 0.07% 267

Other funds holding SPXU

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
WWM
WT Wealth Management Scottsdale, Arizona $361M AUM 23.03% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

Laurel Wealth Advisors (California)'s SPXU Position: Q4 2022 in Review

Laurel Wealth Advisors (California) held its ProShares UltraPro Short S&P 500 (SPXU) position steady in Q4 2022 at 789 shares worth $266K. The position accounts for 0.03% of the portfolio, ranked #541.

Laurel Wealth Advisors (California) first reported a position in SPXU in Q1 2020 and has held it in 4 quarters since. The position peaked at $354K in Q3 2022. 67 funds tracked by Wall St. Rank hold SPXU as of Q4 2022.

  • Laurel Wealth Advisors (California) held 789 shares of ProShares UltraPro Short S&P 500 worth $266K as of Q4 2022.
  • Laurel Wealth Advisors (California) left its ProShares UltraPro Short S&P 500 share count unchanged in Q4 2022.
  • ProShares UltraPro Short S&P 500 made up 0.03% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #541 holding.
  • Laurel Wealth Advisors (California) first reported a position in ProShares UltraPro Short S&P 500 in Q1 2020 and has held it in 4 quarters since.
  • Laurel Wealth Advisors (California)'s ProShares UltraPro Short S&P 500 position peaked at $354K in Q3 2022.
  • 67 funds tracked by Wall St. Rank held ProShares UltraPro Short S&P 500 as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.